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 | $26,980 | $52,903-49.0% | $73,307-63.2% | $59,632-54.8% |
| Participation rate | 59.4% | 68.2%-8.9pp | 74.9%-15.5pp | 68.7%-9.3pp |
| Annual return | -1.22% | 12.20%-13.4pp | 5.67%-6.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,079 | $1,909-43.5% | $3,237-66.7% | $2,203-51.0% |
| Participant deferral / active EE | $2,412 | $4,069-40.7% | $4,991-51.7% | $3,192-24.4% |
| Admin fee / account holder | $7,213 | $3,834+88.1% | $5,637+28.0% | $4,297+67.9% |