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 8-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 | $36,039 | $62,586-42.4% | $76,768-53.1% | $64,186-43.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -1.26% | -1.95%+0.7pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $573 | $1,832-68.7% | $2,485-77.0% | $2,381-75.9% |
| Participant deferral / active EE | $3,662 | $3,145+16.4% | $3,852-4.9% | $3,470+5.5% |
| Admin fee / account holder | $392 | $4,667-91.6% | $6,675-94.1% | $4,888-92.0% |