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 | $41,768 | $76,000-45.0% | $154,107-72.9% | $64,186-34.9% |
| Participation rate | 56.9% | 70.4%-13.5pp | 83.0%-26.1pp | 69.6%-12.6pp |
| Annual return | -6.09% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,362 | $3,351-59.3% | $5,298-74.3% | $2,381-42.8% |
| Participant deferral / active EE | $2,506 | $3,175-21.1% | $5,081-50.7% | $3,470-27.8% |
| Admin fee / account holder | $1,507 | $5,596-73.1% | $13,411-88.8% | $4,888-69.2% |