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 7-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 | $16,081 | $45,863-64.9% | $77,024-79.1% | $68,494-76.5% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.7pp |
| Annual return | -15.43% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,367 | $1,650-17.1% | $2,812-51.4% | $2,596-47.4% |
| Participant deferral / active EE | $2,347 | $2,962-20.8% | $4,426-47.0% | $4,027-41.7% |
| Admin fee / account holder | $792 | $3,041-73.9% | $5,425-85.4% | $5,403-85.3% |