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 | $50,174 | $99,032-49.3% | $80,019-37.3% | $135,375-62.9% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -7.74% | 15.39%-23.1pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,866 | $3,043+27.0% | $2,468+56.6% | $4,779-19.1% |
| Participant deferral / active EE | $8,949 | $4,282+109.0% | $3,686+142.8% | $5,609+59.6% |
| Admin fee / account holder | $926 | $10,436-91.1% | $6,521-85.8% | $10,827-91.4% |