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 | $25,848 | $59,107-56.3% | $86,436-70.1% | $68,494-62.3% |
| Participation rate | 56.0% | 75.2%-19.2pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -18.96% | -0.23%-18.7pp | 4394.89%-4413.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,433 | $2,519-3.4% | $3,769-35.4% | $2,596-6.3% |
| Participant deferral / active EE | $9,006 | $5,901+52.6% | $6,952+29.5% | $4,027+123.6% |
| Admin fee / account holder | $3,457 | $5,637-38.7% | $6,731-48.6% | $5,403-36.0% |