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 | $41,766 | $30,732+35.9% | $59,496-29.8% | $59,632-30.0% |
| Participation rate | 27.4% | 43.2%-15.8pp | 54.6%-27.1pp | 68.7%-41.3pp |
| Annual return | -2.33% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $343 | $631-45.6% | $1,153-70.2% | $2,203-84.4% |
| Participant deferral / active EE | $1,469 | $1,183+24.2% | $1,829-19.7% | $3,192-54.0% |
| Admin fee / account holder | $3,273 | $2,136+53.2% | $2,232+46.6% | $4,297-23.8% |