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 | $47,340 | $99,032-52.2% | $80,019-40.8% | $135,375-65.0% |
| Participation rate | 64.3% | 78.4%-14.1pp | 75.8%-11.5pp | 82.6%-18.4pp |
| Annual return | -8.51% | 15.39%-23.9pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,449 | $3,043-52.4% | $2,468-41.3% | $4,779-69.7% |
| Participant deferral / active EE | $2,743 | $4,282-35.9% | $3,686-25.6% | $5,609-51.1% |
| Admin fee / account holder | $463 | $10,436-95.6% | $6,521-92.9% | $10,827-95.7% |