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 | $8,932 | $60,892-85.3% | $82,389-89.2% | $84,808-89.5% |
| Participation rate | 54.2% | 63.3%-9.1pp | 69.5%-15.4pp | 68.3%-14.1pp |
| Annual return | 16.88% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $619 | $1,779-65.2% | $2,517-75.4% | $2,631-76.5% |
| Participant deferral / active EE | $1,381 | $3,179-56.5% | $4,155-66.8% | $4,212-67.2% |
| Admin fee / account holder | $886 | $5,467-83.8% | $7,231-87.7% | $7,344-87.9% |