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 | $109,160 | $142,344-23.3% | $119,609-8.7% | $134,475-18.8% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -8.80% | -12.44%+3.6pp | -14.97%+6.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,764 | $5,222-27.9% | $4,232-11.1% | $4,740-20.6% |
| Participant deferral / active EE | $8,971 | $6,469+38.7% | $5,602+60.1% | $6,400+40.2% |
| Admin fee / account holder | $37,746 | $13,584+177.9% | $10,323+265.6% | $11,426+230.4% |