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 | $67,765 | $90,519-25.1% | $93,789-27.7% | $134,475-49.6% |
| Participation rate | 55.6% | 82.0%-26.4pp | 81.0%-25.4pp | 81.2%-25.7pp |
| Annual return | -17.52% | -15.72%-1.8pp | -11.33%-6.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,311 | $4,343-69.8% | $4,323-69.7% | $4,740-72.3% |
| Participant deferral / active EE | $2,226 | $5,978-62.8% | $6,094-63.5% | $6,400-65.2% |
| Admin fee / account holder | $1,786 | $9,252-80.7% | $7,195-75.2% | $11,426-84.4% |