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 | $51,037 | $57,354-11.0% | $83,848-39.1% | $64,186-20.5% |
| Participation rate | 59.2% | 68.6%-9.4pp | 76.1%-17.0pp | 69.6%-10.4pp |
| Annual return | -0.30% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,221 | $2,545-52.0% | $3,631-66.4% | $2,381-48.7% |
| Participant deferral / active EE | $1,883 | $2,993-37.1% | $4,082-53.9% | $3,470-45.7% |
| Admin fee / account holder | $1,404 | $4,046-65.3% | $5,478-74.4% | $4,888-71.3% |