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 | $34,053 | $65,703-48.2% | $94,224-63.9% | $59,632-42.9% |
| Participation rate | 43.1% | 72.1%-29.1pp | 78.8%-35.7pp | 68.7%-25.6pp |
| Annual return | -1.53% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,078 | $2,021-46.7% | $3,587-70.0% | $2,203-51.1% |
| Participant deferral / active EE | $1,840 | $3,143-41.4% | $4,320-57.4% | $3,192-42.3% |
| Admin fee / account holder | $1,239 | $4,264-70.9% | $6,269-80.2% | $4,297-71.2% |