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 | $34,677 | $100,754-65.6% | $86,677-60.0% | $134,475-74.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.73% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,872 | $3,489-46.4% | $2,836-34.0% | $4,740-60.5% |
| Participant deferral / active EE | $4,603 | $5,338-13.8% | $4,656-1.1% | $6,400-28.1% |
| Admin fee / account holder | $359 | $10,926-96.7% | $7,493-95.2% | $11,426-96.9% |