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 | $22,727 | $64,707-64.9% | $112,228-79.7% | $68,494-66.8% |
| Participation rate | 41.3% | 67.2%-25.8pp | 75.1%-33.8pp | 67.9%-26.6pp |
| Annual return | -12.44% | -11.40%-1.0pp | 27.45%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,452 | $2,746-47.1% | $3,635-60.1% | $2,596-44.1% |
| Participant deferral / active EE | $3,016 | $3,565-15.4% | $4,728-36.2% | $4,027-25.1% |
| Admin fee / account holder | $2,708 | $5,232-48.2% | $6,410-57.7% | $5,403-49.9% |