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 | $38,226 | $133,958-71.5% | $112,228-65.9% | $134,475-71.6% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -10.31% | 47.11%-57.4pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,139 | $4,038-71.8% | $3,635-68.7% | $4,740-76.0% |
| Participant deferral / active EE | $2,185 | $5,291-58.7% | $4,728-53.8% | $6,400-65.9% |
| Admin fee / account holder | $695 | $7,489-90.7% | $6,410-89.2% | $11,426-93.9% |