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 | $38,868 | $82,664-53.0% | $125,339-69.0% | $68,494-43.3% |
| Participation rate | 67.7% | 75.0%-7.3pp | 82.4%-14.6pp | 67.9%-0.1pp |
| Annual return | -10.57% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $4,721 | $3,381+39.6% | $4,814-1.9% | $2,596+81.8% |
| Participant deferral / active EE | $9,724 | $6,110+59.1% | $7,446+30.6% | $4,027+141.5% |
| Admin fee / account holder | $3,697 | $6,275-41.1% | $10,010-63.1% | $5,403-31.6% |