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 9-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 | $17,257 | $57,354-69.9% | $83,848-79.4% | $64,186-73.1% |
| Participation rate | 40.5% | 68.6%-28.1pp | 76.1%-35.6pp | 69.6%-29.0pp |
| Annual return | -1.80% | 11.38%-13.2pp | 850.88%-852.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,204 | $2,545-13.4% | $3,631-39.3% | $2,381-7.4% |
| Participant deferral / active EE | $2,563 | $2,993-14.4% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $1,400 | $4,046-65.4% | $5,478-74.4% | $4,888-71.4% |