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 | $26,684 | $52,681-49.3% | $75,781-64.8% | $59,632-55.3% |
| Participation rate | 55.7% | 67.2%-11.5pp | 75.8%-20.1pp | 68.7%-12.9pp |
| Annual return | -1.72% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,459 | $2,193+12.1% | $3,323-26.0% | $2,203+11.6% |
| Participant deferral / active EE | $2,047 | $2,591-21.0% | $3,651-44.0% | $3,192-35.9% |
| Admin fee / account holder | $2,322 | $3,610-35.7% | $5,299-56.2% | $4,297-46.0% |