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 | $27,103 | $57,354-52.7% | $83,848-67.7% | $64,186-57.8% |
| Participation rate | 43.3% | 68.6%-25.3pp | 76.1%-32.8pp | 69.6%-26.2pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,379 | $2,545-45.8% | $3,631-62.0% | $2,381-42.1% |
| Participant deferral / active EE | $2,663 | $2,993-11.0% | $4,082-34.8% | $3,470-23.2% |
| Admin fee / account holder | $1,248 | $4,046-69.2% | $5,478-77.2% | $4,888-74.5% |