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 | $8,438 | $80,717-89.5% | $154,803-94.5% | $84,808-90.1% |
| Participation rate | 67.5% | 66.8%+0.7pp | 78.1%-10.6pp | 68.3%-0.8pp |
| Annual return | 19.21% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,505 | $2,761-45.5% | $4,305-65.1% | $2,631-42.8% |
| Participant deferral / active EE | $2,316 | $3,303-29.9% | $5,540-58.2% | $4,212-45.0% |
| Admin fee / account holder | $1,550 | $6,746-77.0% | $14,329-89.2% | $7,344-78.9% |