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 | $42,005 | $133,958-68.6% | $112,228-62.6% | $134,475-68.8% |
| Participation rate | 56.5% | 78.6%-22.0pp | 75.1%-18.5pp | 81.2%-24.7pp |
| Annual return | -19.78% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,696 | $4,038-33.2% | $3,635-25.8% | $4,740-43.1% |
| Participant deferral / active EE | $3,781 | $5,291-28.5% | $4,728-20.0% | $6,400-40.9% |
| Admin fee / account holder | $2,934 | $7,489-60.8% | $6,410-54.2% | $11,426-74.3% |