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 | $23,861 | $47,977-50.3% | $154,107-84.5% | $56,287-57.6% |
| Participation rate | 62.4% | 66.2%-3.8pp | 83.0%-20.7pp | 69.9%-7.5pp |
| Annual return | 1.85% | 3.54%-1.7pp | 735.12%-733.3pp | -9.96%+11.8pp |
| Employer contribution / active EE | $1,495 | $2,169-31.1% | $5,298-71.8% | $2,111-29.2% |
| Participant deferral / active EE | $3,088 | $2,392+29.1% | $5,081-39.2% | $3,350-7.8% |
| Admin fee / account holder | $4,405 | $438+905.3% | $13,411-67.2% | $521+745.7% |