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 | $18,331 | $95,193-80.7% | $76,523-76.0% | $135,375-86.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -5.19% | 4.85%-10.0pp | -0.27%-4.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,427 | $3,302-56.8% | $2,647-46.1% | $4,779-70.1% |
| Participant deferral / active EE | $2,115 | $4,639-54.4% | $3,835-44.9% | $5,609-62.3% |
| Admin fee / account holder | $1,959 | $6,249-68.7% | $4,848-59.6% | $10,827-81.9% |