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 | $38,838 | $95,193-59.2% | $76,523-49.2% | $135,375-71.3% |
| Participation rate | 47.1% | 74.4%-27.3pp | 68.0%-20.9pp | 82.6%-35.6pp |
| Annual return | -6.78% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,824 | $3,302-44.8% | $2,647-31.1% | $4,779-61.8% |
| Participant deferral / active EE | $4,863 | $4,639+4.8% | $3,835+26.8% | $5,609-13.3% |
| Admin fee / account holder | $5,359 | $6,249-14.2% | $4,848+10.5% | $10,827-50.5% |