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 | $52,765 | $64,707-18.5% | $112,228-53.0% | $68,494-23.0% |
| Participation rate | 45.9% | 67.2%-21.2pp | 75.1%-29.2pp | 67.9%-22.0pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,385 | $2,746-49.6% | $3,635-61.9% | $2,596-46.7% |
| Participant deferral / active EE | $2,475 | $3,565-30.6% | $4,728-47.6% | $4,027-38.5% |
| Admin fee / account holder | $1,426 | $5,232-72.7% | $6,410-77.7% | $5,403-73.6% |