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 8-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 | $24,876 | $73,867-66.3% | $143,757-82.7% | $68,494-63.7% |
| Participation rate | 54.3% | 66.7%-12.4pp | 80.3%-26.1pp | 67.9%-13.6pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,503 | $3,184-52.8% | $4,951-69.6% | $2,596-42.1% |
| Participant deferral / active EE | $3,779 | $3,384+11.7% | $5,637-33.0% | $4,027-6.2% |
| Admin fee / account holder | $605 | $5,755-89.5% | $14,673-95.9% | $5,403-88.8% |