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 | $58,740 | $99,032-40.7% | $80,019-26.6% | $135,375-56.6% |
| Participation rate | 64.7% | 78.4%-13.6pp | 75.8%-11.1pp | 82.6%-17.9pp |
| Annual return | -5.61% | 15.39%-21.0pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,422 | $4,282-66.8% | $3,686-61.4% | $5,609-74.7% |
| Admin fee / account holder | $581 | $10,436-94.4% | $6,521-91.1% | $10,827-94.6% |