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 | $20,710 | $64,707-68.0% | $112,228-81.5% | $68,494-69.8% |
| Participation rate | 51.1% | 67.2%-16.1pp | 75.1%-24.0pp | 67.9%-16.8pp |
| Annual return | -15.87% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,296 | $2,746-52.8% | $3,635-64.3% | $2,596-50.1% |
| Participant deferral / active EE | $2,709 | $3,565-24.0% | $4,728-42.7% | $4,027-32.7% |
| Admin fee / account holder | $2,515 | $5,232-51.9% | $6,410-60.8% | $5,403-53.4% |