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 | $37,827 | $95,193-60.3% | $76,523-50.6% | $135,375-72.1% |
| Participation rate | 68.4% | 74.4%-6.0pp | 68.0%+0.4pp | 82.6%-14.2pp |
| Annual return | -8.02% | 4.85%-12.9pp | -0.27%-7.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,528 | $3,302-53.7% | $2,647-42.3% | $4,779-68.0% |
| Participant deferral / active EE | $3,544 | $4,639-23.6% | $3,835-7.6% | $5,609-36.8% |
| Admin fee / account holder | $876 | $6,249-86.0% | $4,848-81.9% | $10,827-91.9% |