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 3-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 | $22,743 | $61,774-63.2% | $97,226-76.6% | $80,856-71.9% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.6%-17.6pp |
| Annual return | 16.03% | -557.90%+573.9pp | 75.13%-59.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,318 | $1,837-28.3% | $2,729-51.7% | $2,755-52.2% |
| Participant deferral / active EE | $2,730 | $3,029-9.9% | $4,264-36.0% | $4,296-36.4% |
| Admin fee / account holder | $345 | $5,166-93.3% | $5,654-93.9% | $6,918-95.0% |