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 9-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 | $22,211 | $52,681-57.8% | $75,781-70.7% | $59,632-62.8% |
| Participation rate | 58.6% | 67.2%-8.6pp | 75.8%-17.2pp | 68.7%-10.1pp |
| Annual return | -2.36% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,898 | $2,193-13.5% | $3,323-42.9% | $2,203-13.8% |
| Participant deferral / active EE | $3,941 | $2,591+52.1% | $3,651+7.9% | $3,192+23.5% |
| Admin fee / account holder | $4,665 | $3,610+29.2% | $5,299-12.0% | $4,297+8.6% |