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 | $26,027 | $69,010-62.3% | $159,960-83.7% | $68,494-62.0% |
| Participation rate | 34.5% | 65.4%-30.9pp | 78.0%-43.5pp | 67.9%-33.4pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.60%-421.0pp | -7.84%-4.6pp |
| Employer contribution / active EE | $871 | $2,213-60.6% | $4,226-79.4% | $2,596-66.4% |
| Participant deferral / active EE | $3,346 | $4,212-20.6% | $6,182-45.9% | $4,027-16.9% |
| Admin fee / account holder | $372 | $4,798-92.2% | $8,698-95.7% | $5,403-93.1% |