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 6-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 | $42,032 | $82,664-49.2% | $125,339-66.5% | $68,494-38.6% |
| Participation rate | 69.1% | 75.0%-5.9pp | 82.4%-13.2pp | 67.9%+1.3pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,412 | $3,381-28.6% | $4,814-49.9% | $2,596-7.1% |
| Participant deferral / active EE | $3,526 | $6,110-42.3% | $7,446-52.6% | $4,027-12.4% |
| Admin fee / account holder | $1,246 | $6,275-80.2% | $10,010-87.6% | $5,403-76.9% |