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 | $9,217 | $24,730-62.7% | $66,042-86.0% | $84,808-89.1% |
| Participation rate | 69.1% | 68.1%+1.0pp | 67.5%+1.6pp | 68.3%+0.8pp |
| Annual return | 21.41% | 79.55%-58.1pp | 52.11%-30.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $497 | $857-42.0% | $1,579-68.5% | $2,631-81.1% |
| Participant deferral / active EE | $1,999 | $1,737+15.1% | $2,835-29.5% | $4,212-52.5% |
| Admin fee / account holder | $1,041 | $3,014-65.5% | $5,747-81.9% | $7,344-85.8% |