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 | $25,803 | $82,664-68.8% | $125,339-79.4% | $68,494-62.3% |
| Participation rate | 44.8% | 75.0%-30.2pp | 82.4%-37.5pp | 67.9%-23.1pp |
| Annual return | -14.56% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $883 | $3,381-73.9% | $4,814-81.7% | $2,596-66.0% |
| Participant deferral / active EE | $6,968 | $6,110+14.0% | $7,446-6.4% | $4,027+73.0% |
| Admin fee / account holder | $3,644 | $6,275-41.9% | $10,010-63.6% | $5,403-32.6% |