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 | $51,390 | $86,655-40.7% | $119,609-57.0% | $66,914-23.2% |
| Participation rate | 50.4% | 75.6%-25.1pp | 79.3%-28.8pp | 69.8%-19.4pp |
| Annual return | -17.11% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,689 | $2,536-33.4% | $4,232-60.1% | $2,544-33.6% |
| Participant deferral / active EE | $3,560 | $4,358-18.3% | $5,602-36.4% | $4,237-16.0% |
| Admin fee / account holder | $7,622 | $755+909.9% | $10,323-26.2% | $593+1184.7% |