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 | $27,471 | $53,162-48.3% | $91,220-69.9% | $68,494-59.9% |
| Participation rate | 36.5% | 63.2%-26.7pp | 73.2%-36.7pp | 67.9%-31.3pp |
| Annual return | -17.44% | -3.14%-14.3pp | 114.01%-131.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $851 | $1,709-50.2% | $2,850-70.1% | $2,596-67.2% |
| Participant deferral / active EE | $2,035 | $2,974-31.6% | $4,234-51.9% | $4,027-49.5% |
| Admin fee / account holder | $587 | $4,493-86.9% | $5,420-89.2% | $5,403-89.1% |