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 | $33,657 | $69,518-51.6% | $59,878-43.8% | $135,375-75.1% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.7%-39.4pp | 82.6%-47.3pp |
| Annual return | -7.69% | 7.94%-15.6pp | 3.46%-11.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $977 | $3,235-69.8% | $2,722-64.1% | $4,779-79.6% |
| Participant deferral / active EE | $2,364 | $4,206-43.8% | $3,402-30.5% | $5,609-57.9% |
| Admin fee / account holder | $308 | $5,734-94.6% | $3,590-91.4% | $10,827-97.2% |