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 | $19,048 | $44,850-57.5% | $60,547-68.5% | $59,632-68.1% |
| Participation rate | 56.3% | 59.5%-3.2pp | 68.0%-11.7pp | 68.7%-12.4pp |
| Annual return | -1.49% | 1074.14%-1075.6pp | 335.64%-337.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $489 | $1,462-66.6% | $2,419-79.8% | $2,203-77.8% |
| Participant deferral / active EE | $1,264 | $2,230-43.3% | $3,328-62.0% | $3,192-60.4% |
| Admin fee / account holder | $1,371 | $3,635-62.3% | $4,536-69.8% | $4,297-68.1% |