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 | $16,142 | $43,723-63.1% | $121,196-86.7% | $64,186-74.9% |
| Participation rate | 59.4% | 58.3%+1.1pp | 71.7%-12.4pp | 69.6%-10.2pp |
| Annual return | -3.77% | 68.91%-72.7pp | 16.93%-20.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $596 | $1,296-54.0% | $4,022-85.2% | $2,381-75.0% |
| Participant deferral / active EE | $1,407 | $2,280-38.3% | $3,344-57.9% | $3,470-59.4% |
| Admin fee / account holder | $761 | $3,501-78.3% | $5,019-84.8% | $4,888-84.4% |