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 | $49,348 | $45,152+9.3% | $73,843-33.2% | $59,632-17.2% |
| Participation rate | 56.1% | 64.0%-7.9pp | 73.4%-17.3pp | 68.7%-12.6pp |
| Annual return | -1.75% | 27.40%-29.2pp | 2267.84%-2269.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $202 | $1,902-89.4% | $2,787-92.7% | $2,203-90.8% |
| Participant deferral / active EE | $2,021 | $2,574-21.5% | $3,583-43.6% | $3,192-36.7% |
| Admin fee / account holder | $1,754 | $3,516-50.1% | $4,880-64.1% | $4,297-59.2% |