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 | $13,990 | $42,894-67.4% | $60,874-77.0% | $68,494-79.6% |
| Participation rate | 30.2% | 66.8%-36.6pp | 73.1%-42.9pp | 67.9%-37.7pp |
| Annual return | -8.07% | -13.98%+5.9pp | 16.90%-25.0pp | -7.84%-0.2pp |
| Employer contribution / active EE | $657 | $1,978-66.8% | $2,701-75.7% | $2,596-74.7% |
| Participant deferral / active EE | $1,339 | $2,867-53.3% | $3,817-64.9% | $4,027-66.7% |
| Admin fee / account holder | $13,143 | $3,101+323.9% | $3,224+307.6% | $5,403+143.3% |