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 | $76,652 | $95,862-20.0% | $79,550-3.6% | $134,475-43.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -14.56% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,377 | $3,128-56.0% | $2,413-42.9% | $4,740-70.9% |
| Participant deferral / active EE | $4,513 | $4,693-3.8% | $3,985+13.2% | $6,400-29.5% |
| Admin fee / account holder | $926 | $9,126-89.9% | $6,832-86.4% | $11,426-91.9% |