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 | $40,251 | $77,813-48.3% | $123,544-67.4% | $64,186-37.3% |
| Participation rate | 64.1% | 74.7%-10.6pp | 82.3%-18.2pp | 69.6%-5.5pp |
| Annual return | -6.26% | 12.48%-18.7pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,980 | $3,014-34.3% | $4,628-57.2% | $2,381-16.9% |
| Participant deferral / active EE | $3,353 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $493 | $5,519-91.1% | $9,284-94.7% | $4,888-89.9% |