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 3-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 | $8,336 | $60,022-86.1% | $88,946-90.6% | $84,808-90.2% |
| Participation rate | 68.8% | 57.8%+10.9pp | 68.8%-0.1pp | 68.3%+0.4pp |
| Annual return | 20.85% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $656 | $1,703-61.5% | $2,555-74.3% | $2,631-75.1% |
| Participant deferral / active EE | $1,653 | $3,114-46.9% | $4,581-63.9% | $4,212-60.8% |
| Admin fee / account holder | $475 | $4,811-90.1% | $8,261-94.3% | $7,344-93.5% |