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 | $32,372 | $64,707-50.0% | $112,228-71.2% | $68,494-52.7% |
| Participation rate | 60.3% | 67.2%-6.9pp | 75.1%-14.8pp | 67.9%-7.6pp |
| Annual return | -13.52% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,624 | $2,746-40.9% | $3,635-55.3% | $2,596-37.5% |
| Participant deferral / active EE | $3,254 | $3,565-8.7% | $4,728-31.2% | $4,027-19.2% |
| Admin fee / account holder | $701 | $5,232-86.6% | $6,410-89.1% | $5,403-87.0% |