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 | $47,066 | $71,883-34.5% | $86,677-45.7% | $68,494-31.3% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -11.19% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,927 | $2,173+34.7% | $2,836+3.2% | $2,596+12.8% |
| Participant deferral / active EE | $4,650 | $3,779+23.1% | $4,656-0.1% | $4,027+15.5% |
| Admin fee / account holder | $2,929 | $6,112-52.1% | $7,493-60.9% | $5,403-45.8% |