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 | $22,626 | $49,177-54.0% | $79,464-71.5% | $64,186-64.7% |
| Participation rate | 65.9% | 65.0%+0.9pp | 73.3%-7.4pp | 69.6%-3.7pp |
| Annual return | -7.11% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $813 | $2,076-60.8% | $2,800-71.0% | $2,381-65.8% |
| Participant deferral / active EE | $1,413 | $2,821-49.9% | $3,704-61.9% | $3,470-59.3% |
| Admin fee / account holder | $1,246 | $3,839-67.5% | $5,113-75.6% | $4,888-74.5% |