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 | $27,863 | $76,000-63.3% | $154,107-81.9% | $64,186-56.6% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.4pp | 69.6%-12.9pp |
| Annual return | -6.89% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,093 | $3,351-37.5% | $5,298-60.5% | $2,381-12.1% |
| Participant deferral / active EE | $3,520 | $3,175+10.8% | $5,081-30.7% | $3,470+1.4% |
| Admin fee / account holder | $5,705 | $5,596+1.9% | $13,411-57.5% | $4,888+16.7% |