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 7-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 | $52,126 | $54,726-4.8% | $68,793-24.2% | $64,186-18.8% |
| Participation rate | 32.1% | 68.0%-35.9pp | 72.2%-40.1pp | 69.6%-37.5pp |
| Annual return | -6.40% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $967 | $1,846-47.6% | $2,625-63.1% | $2,381-59.4% |
| Participant deferral / active EE | $1,845 | $2,626-29.7% | $3,311-44.3% | $3,470-46.8% |
| Admin fee / account holder | $730 | $4,027-81.9% | $5,131-85.8% | $4,888-85.1% |