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 7-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 | $35,650 | $64,119-44.4% | $112,228-68.2% | $66,914-46.7% |
| Participation rate | 51.8% | 68.5%-16.7pp | 75.1%-23.3pp | 69.8%-18.0pp |
| Annual return | 13.94% | -13.81%+27.7pp | 27.45%-13.5pp | 1.58%+12.4pp |
| Employer contribution / active EE | $1,287 | $3,005-57.2% | $3,635-64.6% | $2,544-49.4% |
| Participant deferral / active EE | $2,753 | $3,693-25.5% | $4,728-41.8% | $4,237-35.0% |
| Admin fee / account holder | $453 | $625-27.5% | $6,410-92.9% | $593-23.6% |