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 | $26,628 | $56,357-52.8% | $104,294-74.5% | $68,494-61.1% |
| Participation rate | 20.5% | 63.3%-42.7pp | 73.3%-52.7pp | 67.9%-47.3pp |
| Annual return | -19.12% | -9.19%-9.9pp | 24.61%-43.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $662 | $1,960-66.2% | $3,372-80.4% | $2,596-74.5% |
| Participant deferral / active EE | $1,342 | $3,077-56.4% | $4,625-71.0% | $4,027-66.7% |
| Admin fee / account holder | $1,227 | $4,903-75.0% | $7,339-83.3% | $5,403-77.3% |