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 | $79,160 | $140,578-43.7% | $100,671-21.4% | $125,391-36.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 70.7%-13.6pp | 83.2%-26.0pp |
| Annual return | -3.51% | 24.67%-28.2pp | 20.43%-23.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $3,274 | $5,965-45.1% | $4,012-18.4% | $4,866-32.7% |
| Participant deferral / active EE | $5,031 | $3,981+26.4% | $3,144+60.1% | $5,352-6.0% |
| Admin fee / account holder | $4,074 | $6,716-39.3% | $4,850-16.0% | $9,540-57.3% |