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 9-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 | $29,405 | $66,302-55.7% | $110,238-73.3% | $56,287-47.8% |
| Participation rate | 55.8% | 74.9%-19.1pp | 79.8%-24.0pp | 69.9%-14.1pp |
| Annual return | 0.21% | -1.18%+1.4pp | 314.74%-314.5pp | -9.96%+10.2pp |
| Employer contribution / active EE | $791 | $2,047-61.3% | $3,826-79.3% | $2,111-62.5% |
| Participant deferral / active EE | $3,227 | $3,381-4.6% | $4,672-30.9% | $3,350-3.7% |
| Admin fee / account holder | $658 | $698-5.7% | $8,547-92.3% | $521+26.4% |