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 | $7,533 | $25,014-69.9% | $69,647-89.2% | $80,856-90.7% |
| Participation rate | 66.2% | 64.2%+2.0pp | 66.5%-0.2pp | 67.6%-1.4pp |
| Annual return | 13.89% | 19.07%-5.2pp | 100.48%-86.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $578 | $993-41.8% | $1,712-66.2% | $2,755-79.0% |
| Participant deferral / active EE | $2,370 | $1,839+28.9% | $2,886-17.9% | $4,296-44.8% |
| Admin fee / account holder | $1,599 | $2,488-35.7% | $4,713-66.1% | $6,918-76.9% |