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 | $25,004 | $73,004-65.7% | $90,749-72.4% | $68,494-63.5% |
| Participation rate | 47.6% | 70.8%-23.2pp | 75.7%-28.1pp | 67.9%-20.3pp |
| Annual return | -15.93% | -13.81%-2.1pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,396 | $2,193-36.3% | $2,921-52.2% | $2,596-46.2% |
| Participant deferral / active EE | $2,047 | $3,627-43.6% | $4,564-55.1% | $4,027-49.2% |
| Admin fee / account holder | $1,713 | $5,896-70.9% | $8,445-79.7% | $5,403-68.3% |