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 | $32,528 | $69,518-53.2% | $59,878-45.7% | $135,375-76.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -8.48% | 7.94%-16.4pp | 3.46%-11.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,400 | $3,235-56.7% | $2,722-48.5% | $4,779-70.7% |
| Participant deferral / active EE | $3,817 | $4,206-9.2% | $3,402+12.2% | $5,609-31.9% |
| Admin fee / account holder | $320 | $5,734-94.4% | $3,590-91.1% | $10,827-97.0% |