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 | $63,405 | $100,754-37.1% | $86,677-26.8% | $134,475-52.9% |
| Participation rate | 58.8% | 78.9%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -18.93% | 29.04%-48.0pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,589 | $3,489-54.4% | $2,836-44.0% | $4,740-66.5% |
| Participant deferral / active EE | $2,751 | $5,338-48.5% | $4,656-40.9% | $6,400-57.0% |
| Admin fee / account holder | $5,894 | $10,926-46.1% | $7,493-21.3% | $11,426-48.4% |