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 5-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 | $7,890 | $60,892-87.0% | $82,389-90.4% | $84,808-90.7% |
| Participation rate | 62.9% | 63.3%-0.4pp | 69.5%-6.7pp | 68.3%-5.5pp |
| Annual return | 18.38% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $971 | $1,779-45.4% | $2,517-61.4% | $2,631-63.1% |
| Participant deferral / active EE | $1,693 | $3,179-46.8% | $4,155-59.3% | $4,212-59.8% |
| Admin fee / account holder | $1,499 | $5,467-72.6% | $7,231-79.3% | $7,344-79.6% |