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 | $61,439 | $69,010-11.0% | $159,960-61.6% | $68,494-10.3% |
| Participation rate | 37.8% | 65.4%-27.6pp | 78.0%-40.1pp | 67.9%-30.1pp |
| Annual return | -15.88% | -9.65%-6.2pp | 408.60%-424.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,417 | $4,212-66.4% | $6,182-77.1% | $4,027-64.8% |
| Admin fee / account holder | $16,843 | $4,798+251.0% | $8,698+93.6% | $5,403+211.8% |