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 | $22,565 | $48,265-53.2% | $68,791-67.2% | $68,494-67.1% |
| Participation rate | 40.5% | 60.7%-20.2pp | 69.0%-28.5pp | 67.9%-27.4pp |
| Annual return | -17.58% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,179 | $1,829-35.5% | $2,655-55.6% | $2,596-54.6% |
| Participant deferral / active EE | $3,169 | $2,867+10.5% | $3,941-19.6% | $4,027-21.3% |
| Admin fee / account holder | $402 | $4,355-90.8% | $4,932-91.8% | $5,403-92.6% |