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 | $54,228 | $64,707-16.2% | $112,228-51.7% | $68,494-20.8% |
| Participation rate | 48.3% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.6pp |
| Annual return | -14.40% | -11.40%-3.0pp | 27.45%-41.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $953 | $2,746-65.3% | $3,635-73.8% | $2,596-63.3% |
| Participant deferral / active EE | $3,725 | $3,565+4.5% | $4,728-21.2% | $4,027-7.5% |
| Admin fee / account holder | $2,070 | $5,232-60.4% | $6,410-67.7% | $5,403-61.7% |