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 6-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 | $33,503 | $71,883-53.4% | $86,677-61.3% | $68,494-51.1% |
| Participation rate | 39.3% | 72.2%-32.9pp | 76.6%-37.2pp | 67.9%-28.6pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,261 | $2,173-42.0% | $2,836-55.5% | $2,596-51.4% |
| Participant deferral / active EE | $2,496 | $3,779-33.9% | $4,656-46.4% | $4,027-38.0% |
| Admin fee / account holder | $3,779 | $6,112-38.2% | $7,493-49.6% | $5,403-30.1% |