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 | $60,011 | $67,331-10.9% | $60,874-1.4% | $134,475-55.4% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.1%-35.0pp | 81.2%-43.1pp |
| Annual return | -5.97% | 49.93%-55.9pp | 16.90%-22.9pp | 417.96%-423.9pp |
| Employer contribution / active EE | $601 | $3,096-80.6% | $2,701-77.8% | $4,740-87.3% |
| Participant deferral / active EE | $2,691 | $4,538-40.7% | $3,817-29.5% | $6,400-57.9% |
| Admin fee / account holder | $380 | $4,582-91.7% | $3,224-88.2% | $11,426-96.7% |