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 | $17,934 | $45,863-60.9% | $77,024-76.7% | $68,494-73.8% |
| Participation rate | 30.9% | 55.9%-25.0pp | 67.9%-37.0pp | 67.9%-37.0pp |
| Annual return | -19.05% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,007 | $1,650-38.9% | $2,812-64.2% | $2,596-61.2% |
| Participant deferral / active EE | $1,710 | $2,962-42.3% | $4,426-61.4% | $4,027-57.5% |
| Admin fee / account holder | $2,489 | $3,041-18.1% | $5,425-54.1% | $5,403-53.9% |