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 5-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 | $20,506 | $64,707-68.3% | $112,228-81.7% | $68,494-70.1% |
| Participation rate | 37.3% | 67.2%-29.9pp | 75.1%-37.8pp | 67.9%-30.6pp |
| Annual return | -18.03% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $838 | $2,746-69.5% | $3,635-77.0% | $2,596-67.7% |
| Participant deferral / active EE | $2,181 | $3,565-38.8% | $4,728-53.9% | $4,027-45.8% |
| Admin fee / account holder | $2,231 | $5,232-57.4% | $6,410-65.2% | $5,403-58.7% |