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 | $43,391 | $71,883-39.6% | $86,677-49.9% | $68,494-36.7% |
| Participation rate | 39.5% | 72.2%-32.7pp | 76.6%-37.1pp | 67.9%-28.4pp |
| Annual return | -17.36% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,028 | $2,173-52.7% | $2,836-63.7% | $2,596-60.4% |
| Participant deferral / active EE | $2,132 | $3,779-43.6% | $4,656-54.2% | $4,027-47.1% |
| Admin fee / account holder | $591 | $6,112-90.3% | $7,493-92.1% | $5,403-89.1% |