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 6-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 | $20,703 | $59,805-65.4% | $79,550-74.0% | $68,494-69.8% |
| Participation rate | 57.9% | 61.1%-3.2pp | 69.5%-11.6pp | 67.9%-10.0pp |
| Annual return | -10.37% | -12.30%+1.9pp | 0.16%-10.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,233 | $1,505+48.4% | $2,413-7.5% | $2,596-14.0% |
| Participant deferral / active EE | $2,993 | $3,024-1.1% | $3,985-24.9% | $4,027-25.7% |
| Admin fee / account holder | $3,339 | $4,835-30.9% | $6,832-51.1% | $5,403-38.2% |