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 5-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 | $13,568 | $22,587-39.9% | $65,255-79.2% | $75,163-81.9% |
| Participation rate | 46.2% | 63.1%-16.9pp | 65.0%-18.7pp | 67.2%-21.0pp |
| Annual return | 35.47% | 71.03%-35.6pp | 47.35%-11.9pp | 160.62%-125.2pp |
| Employer contribution / active EE | $964 | $941+2.5% | $1,691-43.0% | $2,670-63.9% |
| Participant deferral / active EE | $1,640 | $1,695-3.3% | $2,831-42.1% | $4,125-60.2% |
| Admin fee / account holder | $385 | $1,876-79.5% | $4,112-90.6% | $5,651-93.2% |