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 | $31,354 | $77,813-59.7% | $123,544-74.6% | $64,186-51.2% |
| Participation rate | 39.0% | 74.7%-35.7pp | 82.3%-43.3pp | 69.6%-30.6pp |
| Annual return | -3.56% | 12.48%-16.0pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $911 | $3,014-69.8% | $4,628-80.3% | $2,381-61.7% |
| Participant deferral / active EE | $2,440 | $5,240-53.4% | $6,426-62.0% | $3,470-29.7% |
| Admin fee / account holder | $15,966 | $5,519+189.3% | $9,284+72.0% | $4,888+226.6% |