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 | $84,513 | $211,958-60.1% | $169,463-50.1% | $135,375-37.6% |
| Participation rate | 68.2% | 82.6%-14.4pp | 77.8%-9.6pp | 82.6%-14.5pp |
| Annual return | -6.64% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,896 | $5,120-43.4% | $4,159-30.4% | $4,779-39.4% |
| Participant deferral / active EE | $5,103 | $6,075-16.0% | $5,277-3.3% | $5,609-9.0% |
| Admin fee / account holder | $1,516 | $11,471-86.8% | $9,109-83.4% | $10,827-86.0% |