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 | $63,441 | $175,600-63.9% | $129,110-50.9% | $134,475-52.8% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.3%-34.4pp | 81.2%-38.4pp |
| Annual return | -14.54% | -11.39%-3.1pp | -10.94%-3.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,727 | $6,355-72.8% | $5,052-65.8% | $4,740-63.6% |
| Participant deferral / active EE | $3,383 | $7,975-57.6% | $6,542-48.3% | $6,400-47.1% |
| Admin fee / account holder | $2,289 | $23,567-90.3% | $14,302-84.0% | $11,426-80.0% |