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 | $9,335 | $80,717-88.4% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.5pp | 68.3%-19.7pp |
| Annual return | 14.92% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $379 | $2,761-86.3% | $4,305-91.2% | $2,631-85.6% |
| Participant deferral / active EE | $1,011 | $3,303-69.4% | $5,540-81.8% | $4,212-76.0% |
| Admin fee / account holder | $669 | $6,746-90.1% | $14,329-95.3% | $7,344-90.9% |