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 | $67,533 | $82,286-17.9% | $68,791-1.8% | $134,475-49.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -19.26% | -2.19%-17.1pp | -6.38%-12.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,591 | $3,301-51.8% | $2,655-40.1% | $4,740-66.4% |
| Participant deferral / active EE | $2,945 | $4,739-37.8% | $3,941-25.3% | $6,400-54.0% |
| Admin fee / account holder | $1,831 | $6,481-71.7% | $4,932-62.9% | $11,426-84.0% |