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 | $39,956 | $82,664-51.7% | $125,339-68.1% | $68,494-41.7% |
| Participation rate | 69.3% | 75.0%-5.7pp | 82.4%-13.0pp | 67.9%+1.4pp |
| Annual return | -2.99% | -5.97%+3.0pp | 572.05%-575.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $1,184 | $3,381-65.0% | $4,814-75.4% | $2,596-54.4% |
| Participant deferral / active EE | $6,274 | $6,110+2.7% | $7,446-15.7% | $4,027+55.8% |
| Admin fee / account holder | $3,007 | $6,275-52.1% | $10,010-70.0% | $5,403-44.3% |