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 | $20,512 | $45,863-55.3% | $77,024-73.4% | $68,494-70.1% |
| Participation rate | 34.5% | 55.9%-21.4pp | 67.9%-33.4pp | 67.9%-33.3pp |
| Annual return | -20.02% | 1.72%-21.7pp | 42.32%-62.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $828 | $1,650-49.8% | $2,812-70.6% | $2,596-68.1% |
| Participant deferral / active EE | $2,161 | $2,962-27.0% | $4,426-51.2% | $4,027-46.3% |
| Admin fee / account holder | $667 | $3,041-78.1% | $5,425-87.7% | $5,403-87.7% |