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 | $31,079 | $39,798-21.9% | $67,711-54.1% | $59,632-47.9% |
| Participation rate | 57.1% | 57.4%-0.2pp | 67.5%-10.4pp | 68.7%-11.5pp |
| Annual return | 0.08% | 89.94%-89.9pp | 25.41%-25.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $562 | $1,393-59.6% | $2,559-78.0% | $2,203-74.5% |
| Participant deferral / active EE | $1,860 | $2,335-20.3% | $3,585-48.1% | $3,192-41.7% |
| Admin fee / account holder | $1,411 | $3,212-56.1% | $4,255-66.8% | $4,297-67.2% |