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 | $48,813 | $57,354-14.9% | $83,848-41.8% | $64,186-23.9% |
| Participation rate | 55.4% | 68.6%-13.3pp | 76.1%-20.8pp | 69.6%-14.2pp |
| Annual return | -6.97% | 11.38%-18.4pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $960 | $2,545-62.3% | $3,631-73.6% | $2,381-59.7% |
| Participant deferral / active EE | $1,923 | $2,993-35.7% | $4,082-52.9% | $3,470-44.6% |
| Admin fee / account holder | $821 | $4,046-79.7% | $5,478-85.0% | $4,888-83.2% |