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 | $27,627 | $95,862-71.2% | $79,550-65.3% | $134,475-79.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -18.77% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,565 | $3,128-50.0% | $2,413-35.1% | $4,740-67.0% |
| Participant deferral / active EE | $2,731 | $4,693-41.8% | $3,985-31.5% | $6,400-57.3% |
| Admin fee / account holder | $420 | $9,126-95.4% | $6,832-93.9% | $11,426-96.3% |