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 | $49,295 | $49,451-0.3% | $79,550-38.0% | $66,914-26.3% |
| Participation rate | 67.0% | 61.3%+5.7pp | 69.5%-2.5pp | 69.8%-2.8pp |
| Annual return | -12.46% | 84.25%-96.7pp | 0.16%-12.6pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,750 | $1,266+38.2% | $2,413-27.5% | $2,544-31.2% |
| Participant deferral / active EE | $3,954 | $3,159+25.2% | $3,985-0.8% | $4,237-6.7% |
| Admin fee / account holder | $2,429 | $595+308.5% | $6,832-64.4% | $593+309.4% |