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 | $21,743 | $67,331-67.7% | $60,874-64.3% | $134,475-83.8% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -13.33% | 49.93%-63.3pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,952 | $3,096-37.0% | $2,701-27.7% | $4,740-58.8% |
| Participant deferral / active EE | $2,837 | $4,538-37.5% | $3,817-25.7% | $6,400-55.7% |
| Admin fee / account holder | $3,279 | $4,582-28.4% | $3,224+1.7% | $11,426-71.3% |