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 | $69,355 | $142,344-51.3% | $119,609-42.0% | $134,475-48.4% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -12.94% | -12.44%-0.5pp | -14.97%+2.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,288 | $5,222-75.3% | $4,232-69.6% | $4,740-72.8% |
| Participant deferral / active EE | $3,362 | $6,469-48.0% | $5,602-40.0% | $6,400-47.5% |
| Admin fee / account holder | $1,055 | $13,584-92.2% | $10,323-89.8% | $11,426-90.8% |