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 10-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 | $27,737 | $73,867-62.5% | $143,757-80.7% | $68,494-59.5% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -12.91% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,597 | $3,184-49.8% | $4,951-67.7% | $2,596-38.5% |
| Participant deferral / active EE | $1,488 | $3,384-56.0% | $5,637-73.6% | $4,027-63.1% |
| Admin fee / account holder | $1,364 | $5,755-76.3% | $14,673-90.7% | $5,403-74.8% |