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 | $36,585 | $76,000-51.9% | $154,107-76.3% | $64,186-43.0% |
| Participation rate | 45.9% | 70.4%-24.5pp | 83.0%-37.1pp | 69.6%-23.7pp |
| Annual return | -5.94% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $405 | $3,351-87.9% | $5,298-92.3% | $2,381-83.0% |
| Participant deferral / active EE | $1,393 | $3,175-56.1% | $5,081-72.6% | $3,470-59.9% |
| Admin fee / account holder | $1,581 | $5,596-71.7% | $13,411-88.2% | $4,888-67.6% |