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 | $38,151 | $147,167-74.1% | $111,392-65.8% | $135,375-71.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 78.9%-9.6pp | 82.6%-13.4pp |
| Annual return | -3.25% | -4.44%+1.2pp | -2.06%-1.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,952 | $6,565-39.8% | $5,567-29.0% | $5,609-29.5% |
| Admin fee / account holder | $970 | $20,270-95.2% | $12,266-92.1% | $10,827-91.0% |