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 | $25,295 | $83,427-69.7% | $115,756-78.1% | $68,494-63.1% |
| Participation rate | 47.5% | 71.9%-24.4pp | 77.1%-29.6pp | 67.9%-20.4pp |
| Annual return | -18.64% | -10.95%-7.7pp | 143.14%-161.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,959 | $3,075-36.3% | $3,793-48.3% | $2,596-24.5% |
| Participant deferral / active EE | $3,357 | $5,355-37.3% | $6,254-46.3% | $4,027-16.7% |
| Admin fee / account holder | $1,137 | $5,708-80.1% | $8,124-86.0% | $5,403-79.0% |