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 8-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 | $54,377 | $82,286-33.9% | $68,791-21.0% | $134,475-59.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.11% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,392 | $3,301-27.5% | $2,655-9.9% | $4,740-49.5% |
| Participant deferral / active EE | $8,717 | $4,739+84.0% | $3,941+121.2% | $6,400+36.2% |
| Admin fee / account holder | $3,188 | $6,481-50.8% | $4,932-35.4% | $11,426-72.1% |