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 | $61,446 | $91,911-33.1% | $68,793-10.7% | $135,375-54.6% |
| Participation rate | 14.3% | 76.7%-62.5pp | 72.2%-57.9pp | 82.6%-68.4pp |
| Annual return | -5.17% | -8.22%+3.1pp | -4.63%-0.5pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $721 | $4,315-83.3% | $3,311-78.2% | $5,609-87.1% |
| Admin fee / account holder | $4,536 | $9,240-50.9% | $5,131-11.6% | $10,827-58.1% |