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 | $34,105 | $73,867-53.8% | $143,757-76.3% | $68,494-50.2% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.0pp | 67.9%-35.6pp |
| Annual return | -11.92% | 1.01%-12.9pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,352 | $3,184-57.5% | $4,951-72.7% | $2,596-47.9% |
| Participant deferral / active EE | $2,794 | $3,384-17.4% | $5,637-50.4% | $4,027-30.6% |
| Admin fee / account holder | $7,219 | $5,755+25.4% | $14,673-50.8% | $5,403+33.6% |