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 9-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 | $68,530 | $105,860-35.3% | $90,749-24.5% | $134,475-49.0% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -17.00% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,549 | $3,462-55.3% | $2,921-47.0% | $4,740-67.3% |
| Participant deferral / active EE | $2,646 | $5,216-49.3% | $4,564-42.0% | $6,400-58.7% |
| Admin fee / account holder | $861 | $13,938-93.8% | $8,445-89.8% | $11,426-92.5% |