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 | $20,502 | $73,867-72.2% | $143,757-85.7% | $68,494-70.1% |
| Participation rate | 64.9% | 66.7%-1.7pp | 80.3%-15.4pp | 67.9%-3.0pp |
| Annual return | -14.16% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,944 | $3,184-38.9% | $4,951-60.7% | $2,596-25.1% |
| Participant deferral / active EE | $4,869 | $3,384+43.9% | $5,637-13.6% | $4,027+20.9% |
| Admin fee / account holder | $367 | $5,755-93.6% | $14,673-97.5% | $5,403-93.2% |