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 | $54,572 | $76,000-28.2% | $154,107-64.6% | $64,186-15.0% |
| Participation rate | 54.3% | 70.4%-16.1pp | 83.0%-28.8pp | 69.6%-15.3pp |
| Annual return | -6.82% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $887 | $3,351-73.5% | $5,298-83.3% | $2,381-62.7% |
| Participant deferral / active EE | $1,396 | $3,175-56.0% | $5,081-72.5% | $3,470-59.8% |
| Admin fee / account holder | $4,191 | $5,596-25.1% | $13,411-68.7% | $4,888-14.3% |