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 | $51,249 | $131,829-61.1% | $108,579-52.8% | $273,961-81.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.70% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $917 | $4,912-81.3% | $3,758-75.6% | $4,869-81.2% |
| Participant deferral / active EE | $2,793 | $5,127-45.5% | $4,311-35.2% | $5,287-47.2% |
| Admin fee / account holder | $499 | $10,252-95.1% | $7,645-93.5% | $10,132-95.1% |