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 10-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 | $44,314 | $71,883-38.4% | $86,677-48.9% | $68,494-35.3% |
| Participation rate | 55.7% | 72.2%-16.5pp | 76.6%-20.8pp | 67.9%-12.2pp |
| Annual return | -10.51% | 3.52%-14.0pp | 35.91%-46.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,188 | $2,173-45.3% | $2,836-58.1% | $2,596-54.3% |
| Participant deferral / active EE | $2,119 | $3,779-43.9% | $4,656-54.5% | $4,027-47.4% |
| Admin fee / account holder | $14,735 | $6,112+141.1% | $7,493+96.6% | $5,403+172.7% |