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 | $9,100 | $45,863-80.2% | $77,024-88.2% | $68,494-86.7% |
| Participation rate | 55.6% | 55.9%-0.4pp | 67.9%-12.3pp | 67.9%-12.3pp |
| Annual return | -13.71% | 1.72%-15.4pp | 42.32%-56.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,664 | $1,650+0.9% | $2,812-40.8% | $2,596-35.9% |
| Participant deferral / active EE | $2,450 | $2,962-17.3% | $4,426-44.7% | $4,027-39.2% |
| Admin fee / account holder | $2,454 | $3,041-19.3% | $5,425-54.8% | $5,403-54.6% |