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 3-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 | $8,202 | $80,717-89.8% | $154,803-94.7% | $84,808-90.3% |
| Participation rate | 53.3% | 66.8%-13.5pp | 78.1%-24.7pp | 68.3%-15.0pp |
| Annual return | 26.32% | 37.96%-11.6pp | 58.88%-32.6pp | 40.90%-14.6pp |
| Employer contribution / active EE | $868 | $2,761-68.6% | $4,305-79.8% | $2,631-67.0% |
| Participant deferral / active EE | $1,774 | $3,303-46.3% | $5,540-68.0% | $4,212-57.9% |
| Admin fee / account holder | $308 | $6,746-95.4% | $14,329-97.9% | $7,344-95.8% |