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 | $9,059 | $24,730-63.4% | $66,042-86.3% | $84,808-89.3% |
| Participation rate | 66.7% | 68.1%-1.4pp | 67.5%-0.8pp | 68.3%-1.6pp |
| Annual return | 14.81% | 79.55%-64.7pp | 52.11%-37.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $794 | $857-7.3% | $1,579-49.7% | $2,631-69.8% |
| Participant deferral / active EE | $1,315 | $1,737-24.3% | $2,835-53.6% | $4,212-68.8% |
| Admin fee / account holder | $1,171 | $3,014-61.1% | $5,747-79.6% | $7,344-84.0% |