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 | $29,215 | $77,813-62.5% | $123,544-76.4% | $64,186-54.5% |
| Participation rate | 48.6% | 74.7%-26.1pp | 82.3%-33.7pp | 69.6%-21.0pp |
| Annual return | -3.85% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,879 | $3,014-37.7% | $4,628-59.4% | $2,381-21.1% |
| Participant deferral / active EE | $4,926 | $5,240-6.0% | $6,426-23.3% | $3,470+42.0% |
| Admin fee / account holder | $3,859 | $5,519-30.1% | $9,284-58.4% | $4,888-21.0% |