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 | $22,746 | $42,383-46.3% | $76,523-70.3% | $64,186-64.6% |
| Participation rate | 33.3% | 58.1%-24.8pp | 68.0%-34.7pp | 69.6%-36.2pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $990 | $2,566-61.4% | $3,835-74.2% | $3,470-71.5% |
| Admin fee / account holder | $2,291 | $3,198-28.4% | $4,848-52.8% | $4,888-53.1% |