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 5-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 | $53,048 | $142,344-62.7% | $119,609-55.6% | $134,475-60.6% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -15.36% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,852 | $5,222-64.5% | $4,232-56.2% | $4,740-60.9% |
| Participant deferral / active EE | $4,017 | $6,469-37.9% | $5,602-28.3% | $6,400-37.2% |
| Admin fee / account holder | $496 | $13,584-96.3% | $10,323-95.2% | $11,426-95.7% |