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 7-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 | $42,649 | $167,307-74.5% | $143,757-70.3% | $134,475-68.3% |
| Participation rate | 26.7% | 84.8%-58.1pp | 80.3%-53.6pp | 81.2%-54.6pp |
| Annual return | -17.79% | 0.46%-18.3pp | -0.04%-17.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,824 | $5,619-67.5% | $4,951-63.2% | $4,740-61.5% |
| Participant deferral / active EE | $4,899 | $6,446-24.0% | $5,637-13.1% | $6,400-23.4% |
| Admin fee / account holder | $17,735 | $18,088-2.0% | $14,673+20.9% | $11,426+55.2% |