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 5-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 | $29,726 | $167,307-82.2% | $143,757-79.3% | $134,475-77.9% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -14.97% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,274 | $5,619-77.3% | $4,951-74.3% | $4,740-73.1% |
| Participant deferral / active EE | $4,392 | $6,446-31.9% | $5,637-22.1% | $6,400-31.4% |
| Admin fee / account holder | $699 | $18,088-96.1% | $14,673-95.2% | $11,426-93.9% |