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 | $38,419 | $131,829-70.9% | $108,579-64.6% | $273,961-86.0% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.6%-34.1pp | 83.0%-37.6pp |
| Annual return | 3.11% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,422 | $5,127+5.7% | $4,311+25.8% | $5,287+2.5% |
| Admin fee / account holder | $1,974 | $10,252-80.7% | $7,645-74.2% | $10,132-80.5% |