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 | $7,800 | $24,730-68.5% | $66,042-88.2% | $84,808-90.8% |
| Participation rate | 61.8% | 68.1%-6.3pp | 67.5%-5.7pp | 68.3%-6.5pp |
| Annual return | 20.10% | 79.55%-59.5pp | 52.11%-32.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $694 | $857-19.0% | $1,579-56.0% | $2,631-73.6% |
| Participant deferral / active EE | $1,773 | $1,737+2.1% | $2,835-37.5% | $4,212-57.9% |
| Admin fee / account holder | $1,406 | $3,014-53.3% | $5,747-75.5% | $7,344-80.8% |