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 | $23,243 | $59,805-61.1% | $79,550-70.8% | $68,494-66.1% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.5%-13.2pp | 67.9%-11.6pp |
| Annual return | -18.46% | -12.30%-6.2pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,660 | $3,024+153.3% | $3,985+92.2% | $4,027+90.2% |
| Admin fee / account holder | $564 | $4,835-88.3% | $6,832-91.7% | $5,403-89.6% |