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 | $34,379 | $95,862-64.1% | $79,550-56.8% | $134,475-74.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.30% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,357 | $3,128-56.6% | $2,413-43.8% | $4,740-71.4% |
| Participant deferral / active EE | $2,524 | $4,693-46.2% | $3,985-36.7% | $6,400-60.6% |
| Admin fee / account holder | $4,293 | $9,126-53.0% | $6,832-37.2% | $11,426-62.4% |