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 | $40,919 | $82,664-50.5% | $125,339-67.4% | $68,494-40.3% |
| Participation rate | 65.9% | 75.0%-9.2pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,795 | $3,381-17.3% | $4,814-41.9% | $2,596+7.6% |
| Participant deferral / active EE | $6,337 | $6,110+3.7% | $7,446-14.9% | $4,027+57.4% |
| Admin fee / account holder | $1,988 | $6,275-68.3% | $10,010-80.1% | $5,403-63.2% |