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 | $63,845 | $73,004-12.5% | $90,749-29.6% | $68,494-6.8% |
| Participation rate | 53.6% | 70.8%-17.3pp | 75.7%-22.1pp | 67.9%-14.3pp |
| Annual return | -16.18% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,958 | $2,193-10.7% | $2,921-33.0% | $2,596-24.6% |
| Participant deferral / active EE | $3,444 | $3,627-5.0% | $4,564-24.5% | $4,027-14.5% |
| Admin fee / account holder | $706 | $5,896-88.0% | $8,445-91.6% | $5,403-86.9% |