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 | $28,570 | $72,404-60.5% | $110,238-74.1% | $64,186-55.5% |
| Participation rate | 63.8% | 73.3%-9.5pp | 79.8%-16.0pp | 69.6%-5.7pp |
| Annual return | -4.77% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $880 | $2,282-61.4% | $3,826-77.0% | $2,381-63.0% |
| Participant deferral / active EE | $2,263 | $3,469-34.8% | $4,672-51.6% | $3,470-34.8% |
| Admin fee / account holder | $10,159 | $5,664+79.4% | $8,547+18.9% | $4,888+107.8% |