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 | $38,323 | $52,681-27.3% | $75,781-49.4% | $59,632-35.7% |
| Participation rate | 47.4% | 67.2%-19.9pp | 75.8%-28.4pp | 68.7%-21.3pp |
| Annual return | -0.34% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,194 | $2,193-45.6% | $3,323-64.1% | $2,203-45.8% |
| Participant deferral / active EE | $3,235 | $2,591+24.9% | $3,651-11.4% | $3,192+1.4% |
| Admin fee / account holder | $2,450 | $3,610-32.1% | $5,299-53.8% | $4,297-43.0% |