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 | $59,680 | $72,404-17.6% | $110,238-45.9% | $64,186-7.0% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.7pp |
| Annual return | -1.71% | -6.29%+4.6pp | 314.74%-316.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,891 | $2,282+26.7% | $3,826-24.5% | $2,381+21.4% |
| Participant deferral / active EE | $5,911 | $3,469+70.4% | $4,672+26.5% | $3,470+70.4% |
| Admin fee / account holder | $2,185 | $5,664-61.4% | $8,547-74.4% | $4,888-55.3% |