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 | $33,237 | $100,754-67.0% | $86,677-61.7% | $134,475-75.3% |
| Participation rate | 52.6% | 78.9%-26.3pp | 76.6%-23.9pp | 81.2%-28.6pp |
| Annual return | -17.89% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,119 | $3,489-39.3% | $2,836-25.3% | $4,740-55.3% |
| Participant deferral / active EE | $3,380 | $5,338-36.7% | $4,656-27.4% | $6,400-47.2% |
| Admin fee / account holder | $1,966 | $10,926-82.0% | $7,493-73.8% | $11,426-82.8% |