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 | $39,700 | $167,307-76.3% | $143,757-72.4% | $134,475-70.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -20.00% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,525 | $5,619-55.1% | $4,951-49.0% | $4,740-46.7% |
| Participant deferral / active EE | $4,058 | $6,446-37.0% | $5,637-28.0% | $6,400-36.6% |
| Admin fee / account holder | $414 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |