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 | $26,130 | $45,863-43.0% | $77,024-66.1% | $68,494-61.9% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -16.64% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $926 | $1,650-43.9% | $2,812-67.1% | $2,596-64.3% |
| Participant deferral / active EE | $2,192 | $2,962-26.0% | $4,426-50.5% | $4,027-45.6% |
| Admin fee / account holder | $6,528 | $3,041+114.7% | $5,425+20.3% | $5,403+20.8% |