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 | $28,996 | $72,404-60.0% | $110,238-73.7% | $64,186-54.8% |
| Participation rate | 64.2% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $782 | $2,282-65.7% | $3,826-79.6% | $2,381-67.1% |
| Participant deferral / active EE | $3,174 | $3,469-8.5% | $4,672-32.1% | $3,470-8.5% |
| Admin fee / account holder | $1,444 | $5,664-74.5% | $8,547-83.1% | $4,888-70.5% |