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 | $41,076 | $82,286-50.1% | $68,791-40.3% | $134,475-69.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.61% | -2.19%-14.4pp | -6.38%-10.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,054 | $3,301-68.1% | $2,655-60.3% | $4,740-77.8% |
| Participant deferral / active EE | $1,763 | $4,739-62.8% | $3,941-55.3% | $6,400-72.4% |
| Admin fee / account holder | $2,930 | $6,481-54.8% | $4,932-40.6% | $11,426-74.4% |