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 9-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 | $61,906 | $59,805+3.5% | $79,550-22.2% | $68,494-9.6% |
| Participation rate | 55.9% | 61.1%-5.1pp | 69.5%-13.6pp | 67.9%-12.0pp |
| Annual return | -10.70% | -12.30%+1.6pp | 0.16%-10.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $949 | $1,505-37.0% | $2,413-60.7% | $2,596-63.5% |
| Participant deferral / active EE | $1,353 | $3,024-55.3% | $3,985-66.0% | $4,027-66.4% |
| Admin fee / account holder | $2,939 | $4,835-39.2% | $6,832-57.0% | $5,403-45.6% |