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 | $21,528 | $92,222-76.7% | $76,768-72.0% | $135,375-84.1% |
| Participation rate | 47.6% | 79.8%-32.1pp | 77.0%-29.3pp | 82.6%-35.0pp |
| Annual return | -1.74% | 5.46%-7.2pp | 2.43%-4.2pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,000 | $3,216-68.9% | $2,485-59.8% | $4,779-79.1% |
| Participant deferral / active EE | $2,013 | $4,509-55.4% | $3,852-47.7% | $5,609-64.1% |
| Admin fee / account holder | $1,334 | $10,748-87.6% | $6,675-80.0% | $10,827-87.7% |