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 | $28,487 | $100,754-71.7% | $86,677-67.1% | $134,475-78.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -6.44% | 29.04%-35.5pp | 35.91%-42.3pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,527 | $3,489-56.2% | $2,836-46.2% | $4,740-67.8% |
| Participant deferral / active EE | $2,813 | $5,338-47.3% | $4,656-39.6% | $6,400-56.0% |
| Admin fee / account holder | $1,674 | $10,926-84.7% | $7,493-77.7% | $11,426-85.3% |