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 | $45,553 | $49,177-7.4% | $79,464-42.7% | $64,186-29.0% |
| Participation rate | 44.0% | 65.0%-21.0pp | 73.3%-29.3pp | 69.6%-25.6pp |
| Annual return | -7.86% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $957 | $2,076-53.9% | $2,800-65.8% | $2,381-59.8% |
| Participant deferral / active EE | $1,420 | $2,821-49.7% | $3,704-61.7% | $3,470-59.1% |
| Admin fee / account holder | $970 | $3,839-74.7% | $5,113-81.0% | $4,888-80.2% |