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 | $27,543 | $73,867-62.7% | $143,757-80.8% | $68,494-59.8% |
| Participation rate | 51.8% | 66.7%-14.9pp | 80.3%-28.5pp | 67.9%-16.1pp |
| Annual return | -17.51% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,457 | $3,184-54.2% | $4,951-70.6% | $2,596-43.9% |
| Participant deferral / active EE | $3,411 | $3,384+0.8% | $5,637-39.5% | $4,027-15.3% |
| Admin fee / account holder | $4,450 | $5,755-22.7% | $14,673-69.7% | $5,403-17.6% |