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 6-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 | $32,630 | $76,912-57.6% | $129,110-74.7% | $68,494-52.4% |
| Participation rate | 38.5% | 69.1%-30.7pp | 77.3%-38.8pp | 67.9%-29.4pp |
| Annual return | -13.23% | -9.78%-3.4pp | -10.94%-2.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,262 | $3,243-61.1% | $5,052-75.0% | $2,596-51.4% |
| Participant deferral / active EE | $2,733 | $4,732-42.3% | $6,542-58.2% | $4,027-32.1% |
| Admin fee / account holder | $8,298 | $6,638+25.0% | $14,302-42.0% | $5,403+53.6% |