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 4-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 | $12,122 | $24,730-51.0% | $66,042-81.6% | $84,808-85.7% |
| Participation rate | 69.6% | 68.1%+1.5pp | 67.5%+2.1pp | 68.3%+1.3pp |
| Annual return | 15.59% | 79.55%-64.0pp | 52.11%-36.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $666 | $857-22.3% | $1,579-57.8% | $2,631-74.7% |
| Participant deferral / active EE | $2,396 | $1,737+37.9% | $2,835-15.5% | $4,212-43.1% |
| Admin fee / account holder | $1,756 | $3,014-41.7% | $5,747-69.4% | $7,344-76.1% |