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 7-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 | $23,539 | $82,664-71.5% | $125,339-81.2% | $68,494-65.6% |
| Participation rate | 56.8% | 75.0%-18.3pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | 4.69% | -5.97%+10.7pp | 572.05%-567.4pp | -7.84%+12.5pp |
| Employer contribution / active EE | $2,023 | $3,381-40.2% | $4,814-58.0% | $2,596-22.1% |
| Participant deferral / active EE | $3,958 | $6,110-35.2% | $7,446-46.8% | $4,027-1.7% |
| Admin fee / account holder | $1,712 | $6,275-72.7% | $10,010-82.9% | $5,403-68.3% |