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 | $36,665 | $57,354-36.1% | $83,848-56.3% | $64,186-42.9% |
| Participation rate | 38.5% | 68.6%-30.1pp | 76.1%-37.7pp | 69.6%-31.1pp |
| Annual return | -6.69% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,256 | $2,545-50.6% | $3,631-65.4% | $2,381-47.2% |
| Participant deferral / active EE | $2,235 | $2,993-25.3% | $4,082-45.2% | $3,470-35.6% |
| Admin fee / account holder | $1,065 | $4,046-73.7% | $5,478-80.6% | $4,888-78.2% |