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 | $8,216 | $20,316-59.6% | $66,042-87.6% | $74,304-88.9% |
| Participation rate | 61.0% | 62.8%-1.8pp | 67.5%-6.5pp | 60.3%+0.7pp |
| Annual return | 19.22% | 28.10%-8.9pp | 52.11%-32.9pp | 29.43%-10.2pp |
| Employer contribution / active EE | $769 | $745+3.3% | $1,579-51.3% | $2,241-65.7% |
| Participant deferral / active EE | $1,311 | $1,615-18.8% | $2,835-53.8% | $3,767-65.2% |
| Admin fee / account holder | $1,372 | $1,668-17.7% | $5,747-76.1% | $2,969-53.8% |