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 | $15,263 | $48,265-68.4% | $68,791-77.8% | $68,494-77.7% |
| Participation rate | 39.1% | 60.7%-21.5pp | 69.0%-29.9pp | 67.9%-28.8pp |
| Annual return | -12.58% | -12.71%+0.1pp | -6.38%-6.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $971 | $1,829-46.9% | $2,655-63.4% | $2,596-62.6% |
| Participant deferral / active EE | $1,611 | $2,867-43.8% | $3,941-59.1% | $4,027-60.0% |
| Admin fee / account holder | $2,554 | $4,355-41.4% | $4,932-48.2% | $5,403-52.7% |