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 | $31,776 | $43,327-26.7% | $59,878-46.9% | $64,186-50.5% |
| Participation rate | 31.3% | 69.2%-37.9pp | 74.7%-43.4pp | 69.6%-38.3pp |
| Annual return | 4.35% | -1.55%+5.9pp | 3.46%+0.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $401 | $2,028-80.2% | $2,722-85.3% | $2,381-83.2% |
| Participant deferral / active EE | $1,141 | $2,546-55.2% | $3,402-66.5% | $3,470-67.1% |
| Admin fee / account holder | $2,932 | $3,005-2.4% | $3,590-18.3% | $4,888-40.0% |