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 | $25,890 | $55,449-53.3% | $83,848-69.1% | $56,287-54.0% |
| Participation rate | 64.0% | 68.0%-4.0pp | 76.1%-12.2pp | 69.9%-5.9pp |
| Annual return | 4.68% | -1.38%+6.1pp | 850.88%-846.2pp | -9.96%+14.6pp |
| Employer contribution / active EE | $1,479 | $2,430-39.1% | $3,631-59.3% | $2,111-29.9% |
| Participant deferral / active EE | $1,743 | $2,935-40.6% | $4,082-57.3% | $3,350-48.0% |
| Admin fee / account holder | $1,135 | $656+73.0% | $5,478-79.3% | $521+117.8% |