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 | $32,131 | $105,860-69.6% | $90,749-64.6% | $134,475-76.1% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -13.32% | -11.01%-2.3pp | -12.16%-1.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $8,694 | $3,462+151.1% | $2,921+197.7% | $4,740+83.4% |
| Participant deferral / active EE | $5,933 | $5,216+13.8% | $4,564+30.0% | $6,400-7.3% |
| Admin fee / account holder | $28,018 | $13,938+101.0% | $8,445+231.8% | $11,426+145.2% |