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 | $97,021 | $142,344-31.8% | $119,609-18.9% | $134,475-27.9% |
| Participation rate | 38.1% | 82.8%-44.7pp | 79.3%-41.2pp | 81.2%-43.1pp |
| Annual return | -16.24% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,229 | $5,222-76.5% | $4,232-71.0% | $4,740-74.1% |
| Participant deferral / active EE | $3,459 | $6,469-46.5% | $5,602-38.2% | $6,400-45.9% |
| Admin fee / account holder | $691 | $13,584-94.9% | $10,323-93.3% | $11,426-94.0% |