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 | $34,089 | $59,805-43.0% | $79,550-57.1% | $68,494-50.2% |
| Participation rate | 57.4% | 61.1%-3.6pp | 69.5%-12.0pp | 67.9%-10.4pp |
| Annual return | -17.97% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,957 | $1,505+30.0% | $2,413-18.9% | $2,596-24.6% |
| Participant deferral / active EE | $3,885 | $3,024+28.5% | $3,985-2.5% | $4,027-3.5% |
| Admin fee / account holder | $607 | $4,835-87.5% | $6,832-91.1% | $5,403-88.8% |