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 | $43,395 | $167,307-74.1% | $143,757-69.8% | $134,475-67.7% |
| Participation rate | 52.6% | 84.8%-32.2pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -18.89% | 0.46%-19.4pp | -0.04%-18.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,796 | $5,619-68.0% | $4,951-63.7% | $4,740-62.1% |
| Participant deferral / active EE | $4,122 | $6,446-36.1% | $5,637-26.9% | $6,400-35.6% |
| Admin fee / account holder | $2,256 | $18,088-87.5% | $14,673-84.6% | $11,426-80.3% |