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 9-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 | $29,176 | $73,004-60.0% | $90,749-67.8% | $68,494-57.4% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -18.05% | -13.81%-4.2pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,468 | $2,193-33.0% | $2,921-49.7% | $2,596-43.5% |
| Participant deferral / active EE | $2,830 | $3,627-22.0% | $4,564-38.0% | $4,027-29.7% |
| Admin fee / account holder | $931 | $5,896-84.2% | $8,445-89.0% | $5,403-82.8% |