See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,552 | $80,717-85.7% | $154,803-92.5% | $84,808-86.4% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.3pp | 68.3%-0.6pp |
| Annual return | 23.30% | 37.96%-14.7pp | 58.88%-35.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,201 | $2,761-20.3% | $4,305-48.9% | $2,631-16.3% |
| Participant deferral / active EE | $3,015 | $3,303-8.7% | $5,540-45.6% | $4,212-28.4% |
| Admin fee / account holder | $1,186 | $6,746-82.4% | $14,329-91.7% | $7,344-83.8% |