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 | $128,946 | $167,307-22.9% | $143,757-10.3% | $134,475-4.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -4.63% | 0.46%-5.1pp | -0.04%-4.6pp | 417.96%-422.6pp |
| Employer contribution / active EE | $4,637 | $5,619-17.5% | $4,951-6.3% | $4,740-2.2% |
| Participant deferral / active EE | $3,900 | $6,446-39.5% | $5,637-30.8% | $6,400-39.1% |
| Admin fee / account holder | $465 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |