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 5-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 | $44,950 | $48,265-6.9% | $68,791-34.7% | $68,494-34.4% |
| Participation rate | 40.5% | 60.7%-20.2pp | 69.0%-28.5pp | 67.9%-27.4pp |
| Annual return | -13.84% | -12.71%-1.1pp | -6.38%-7.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $854 | $1,829-53.3% | $2,655-67.8% | $2,596-67.1% |
| Participant deferral / active EE | $2,960 | $2,867+3.2% | $3,941-24.9% | $4,027-26.5% |
| Admin fee / account holder | $1,046 | $4,355-76.0% | $4,932-78.8% | $5,403-80.6% |