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 | $77,087 | $107,791-28.5% | $90,645-15.0% | $135,375-43.1% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -7.18% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $817 | $3,018-72.9% | $2,532-67.7% | $4,779-82.9% |
| Participant deferral / active EE | $4,443 | $3,872+14.7% | $3,425+29.7% | $5,609-20.8% |
| Admin fee / account holder | $1,042 | $5,930-82.4% | $4,994-79.1% | $10,827-90.4% |