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 | $34,103 | $43,723-22.0% | $121,196-71.9% | $64,186-46.9% |
| Participation rate | 51.1% | 58.3%-7.3pp | 71.7%-20.7pp | 69.6%-18.5pp |
| Annual return | -5.83% | 68.91%-74.7pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,224 | $1,296-5.6% | $4,022-69.6% | $2,381-48.6% |
| Participant deferral / active EE | $2,232 | $2,280-2.1% | $3,344-33.3% | $3,470-35.7% |
| Admin fee / account holder | $2,464 | $3,501-29.6% | $5,019-50.9% | $4,888-49.6% |