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 | $19,011 | $52,903-64.1% | $73,307-74.1% | $59,632-68.1% |
| Participation rate | 42.0% | 68.2%-26.3pp | 74.9%-32.9pp | 68.7%-26.7pp |
| Annual return | -1.62% | 12.20%-13.8pp | 5.67%-7.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,381 | $4,069+32.2% | $4,991+7.8% | $3,192+68.6% |
| Admin fee / account holder | $1,264 | $3,834-67.0% | $5,637-77.6% | $4,297-70.6% |