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 7-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 | $21,074 | $50,958-58.6% | $74,550-71.7% | $64,186-67.2% |
| Participation rate | 63.3% | 61.1%+2.2pp | 69.1%-5.9pp | 69.6%-6.3pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,485 | $1,115+33.2% | $1,961-24.3% | $2,381-37.6% |
| Participant deferral / active EE | $2,361 | $2,301+2.6% | $3,108-24.0% | $3,470-32.0% |
| Admin fee / account holder | $486 | $4,223-88.5% | $5,060-90.4% | $4,888-90.1% |