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 | $16,268 | $46,674-65.1% | $117,472-86.2% | $68,494-76.2% |
| Participation rate | 36.1% | 56.8%-20.7pp | 70.6%-34.5pp | 67.9%-31.8pp |
| Annual return | -16.84% | -14.52%-2.3pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,233 | $1,505-18.0% | $4,176-70.5% | $2,596-52.5% |
| Participant deferral / active EE | $2,236 | $2,636-15.2% | $4,070-45.1% | $4,027-44.5% |
| Admin fee / account holder | $1,584 | $4,020-60.6% | $5,645-71.9% | $5,403-70.7% |