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 6-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 | $10,835 | $95,862-88.7% | $79,550-86.4% | $134,475-91.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -16.28% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,445 | $3,128-53.8% | $2,413-40.1% | $4,740-69.5% |
| Participant deferral / active EE | $2,412 | $4,693-48.6% | $3,985-39.5% | $6,400-62.3% |
| Admin fee / account holder | $1,054 | $9,126-88.4% | $6,832-84.6% | $11,426-90.8% |