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 | $36,169 | $57,354-36.9% | $83,848-56.9% | $64,186-43.6% |
| Participation rate | 49.2% | 68.6%-19.4pp | 76.1%-27.0pp | 69.6%-20.4pp |
| Annual return | -7.66% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $899 | $2,545-64.7% | $3,631-75.2% | $2,381-62.2% |
| Participant deferral / active EE | $3,618 | $2,993+20.9% | $4,082-11.4% | $3,470+4.3% |
| Admin fee / account holder | $1,884 | $4,046-53.4% | $5,478-65.6% | $4,888-61.5% |