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 5-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 | $14,294 | $45,863-68.8% | $77,024-81.4% | $68,494-79.1% |
| Participation rate | 45.6% | 55.9%-10.3pp | 67.9%-22.3pp | 67.9%-22.3pp |
| Annual return | -0.62% | 1.72%-2.3pp | 42.32%-42.9pp | -7.84%+7.2pp |
| Employer contribution / active EE | $972 | $1,650-41.0% | $2,812-65.4% | $2,596-62.5% |
| Participant deferral / active EE | $2,967 | $2,962+0.2% | $4,426-33.0% | $4,027-26.3% |
| Admin fee / account holder | $519 | $3,041-82.9% | $5,425-90.4% | $5,403-90.4% |