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 | $90,460 | $167,307-45.9% | $143,757-37.1% | $134,475-32.7% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -17.41% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,719 | $5,619-69.4% | $4,951-65.3% | $4,740-63.7% |
| Participant deferral / active EE | $4,637 | $6,446-28.1% | $5,637-17.7% | $6,400-27.5% |
| Admin fee / account holder | $1,277 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |