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 | $46,775 | $90,519-48.3% | $93,789-50.1% | $134,475-65.2% |
| Participation rate | 55.6% | 82.0%-26.4pp | 81.0%-25.4pp | 81.2%-25.7pp |
| Annual return | -12.90% | -15.72%+2.8pp | -11.33%-1.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,343 | $4,343-46.1% | $4,323-45.8% | $4,740-50.6% |
| Participant deferral / active EE | $6,470 | $5,978+8.2% | $6,094+6.2% | $6,400+1.1% |
| Admin fee / account holder | $7,022 | $9,252-24.1% | $7,195-2.4% | $11,426-38.5% |