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 9-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 | $14,299 | $73,867-80.6% | $143,757-90.1% | $68,494-79.1% |
| Participation rate | 37.8% | 66.7%-28.9pp | 80.3%-42.5pp | 67.9%-30.1pp |
| Annual return | -16.81% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,010 | $3,184-68.3% | $4,951-79.6% | $2,596-61.1% |
| Participant deferral / active EE | $2,129 | $3,384-37.1% | $5,637-62.2% | $4,027-47.1% |
| Admin fee / account holder | $2,741 | $5,755-52.4% | $14,673-81.3% | $5,403-49.3% |