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 | $41,007 | $77,813-47.3% | $123,544-66.8% | $64,186-36.1% |
| Participation rate | 48.1% | 74.7%-26.7pp | 82.3%-34.2pp | 69.6%-21.5pp |
| Annual return | -4.68% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $592 | $3,014-80.4% | $4,628-87.2% | $2,381-75.1% |
| Participant deferral / active EE | $8,457 | $5,240+61.4% | $6,426+31.6% | $3,470+143.8% |
| Admin fee / account holder | $4,865 | $5,519-11.8% | $9,284-47.6% | $4,888-0.5% |