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 | $22,060 | $64,839-66.0% | $95,585-76.9% | $84,808-74.0% |
| Participation rate | 64.1% | 63.8%+0.2pp | 72.1%-8.0pp | 68.3%-4.2pp |
| Annual return | 13.60% | -670.96%+684.6pp | 38.56%-25.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,552 | $1,759-11.8% | $2,527-38.6% | $2,631-41.0% |
| Participant deferral / active EE | $1,110 | $2,965-62.6% | $4,023-72.4% | $4,212-73.6% |
| Admin fee / account holder | $3,097 | $5,964-48.1% | $6,127-49.5% | $7,344-57.8% |