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 | $7,380 | $24,730-70.2% | $66,042-88.8% | $84,808-91.3% |
| Participation rate | 64.5% | 68.1%-3.6pp | 67.5%-3.0pp | 68.3%-3.8pp |
| Annual return | 25.23% | 79.55%-54.3pp | 52.11%-26.9pp | 40.90%-15.7pp |
| Employer contribution / active EE | $840 | $857-2.0% | $1,579-46.8% | $2,631-68.1% |
| Participant deferral / active EE | $1,248 | $1,737-28.2% | $2,835-56.0% | $4,212-70.4% |
| Admin fee / account holder | $460 | $3,014-84.8% | $5,747-92.0% | $7,344-93.7% |