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 | $70,831 | $167,484-57.7% | $151,611-53.3% | $134,475-47.3% |
| Participation rate | 27.3% | 88.4%-61.1pp | 87.5%-60.2pp | 81.2%-53.9pp |
| Annual return | -16.20% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,620 | $6,829-76.3% | $6,166-73.7% | $4,740-65.8% |
| Participant deferral / active EE | $4,615 | $8,986-48.6% | $8,363-44.8% | $6,400-27.9% |
| Admin fee / account holder | $961 | $13,783-93.0% | $11,616-91.7% | $11,426-91.6% |