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 10-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 | $17,466 | $73,867-76.4% | $143,757-87.9% | $68,494-74.5% |
| Participation rate | 56.1% | 66.7%-10.6pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | -19.12% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $649 | $3,184-79.6% | $4,951-86.9% | $2,596-75.0% |
| Participant deferral / active EE | $1,812 | $3,384-46.5% | $5,637-67.9% | $4,027-55.0% |
| Admin fee / account holder | $3,199 | $5,755-44.4% | $14,673-78.2% | $5,403-40.8% |