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 | $15,528 | $41,854-62.9% | $73,843-79.0% | $52,331-70.3% |
| Participation rate | 66.7% | 66.2%+0.4pp | 73.4%-6.8pp | 68.1%-1.4pp |
| Annual return | -0.14% | 2.11%-2.3pp | 2267.84%-2268.0pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,460 | $1,920-24.0% | $2,787-47.6% | $1,882-22.4% |
| Participant deferral / active EE | $1,906 | $2,498-23.7% | $3,583-46.8% | $3,022-36.9% |
| Admin fee / account holder | $2,030 | $493+312.0% | $4,880-58.4% | $592+243.1% |