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 6-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 | $10,120 | $73,867-86.3% | $143,757-93.0% | $68,494-85.2% |
| Participation rate | 54.5% | 66.7%-12.1pp | 80.3%-25.8pp | 67.9%-13.3pp |
| Annual return | -19.21% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,072 | $3,184-66.3% | $4,951-78.4% | $2,596-58.7% |
| Participant deferral / active EE | $1,549 | $3,384-54.2% | $5,637-72.5% | $4,027-61.5% |
| Admin fee / account holder | $303 | $5,755-94.7% | $14,673-97.9% | $5,403-94.4% |