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 | $8,694 | $60,022-85.5% | $88,946-90.2% | $84,808-89.7% |
| Participation rate | 62.2% | 57.8%+4.3pp | 68.8%-6.7pp | 68.3%-6.1pp |
| Annual return | 15.69% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $467 | $1,703-72.6% | $2,555-81.7% | $2,631-82.2% |
| Participant deferral / active EE | $1,093 | $3,114-64.9% | $4,581-76.1% | $4,212-74.1% |
| Admin fee / account holder | $738 | $4,811-84.7% | $8,261-91.1% | $7,344-89.9% |