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 | $25,829 | $52,681-51.0% | $75,781-65.9% | $59,632-56.7% |
| Participation rate | 54.7% | 67.2%-12.5pp | 75.8%-21.1pp | 68.7%-14.0pp |
| Annual return | -2.04% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,965 | $2,193-10.4% | $3,323-40.9% | $2,203-10.8% |
| Participant deferral / active EE | $4,534 | $2,591+75.0% | $3,651+24.2% | $3,192+42.1% |
| Admin fee / account holder | $1,665 | $3,610-53.9% | $5,299-68.6% | $4,297-61.2% |