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 | $31,536 | $43,723-27.9% | $121,196-74.0% | $64,186-50.9% |
| Participation rate | 42.4% | 58.3%-15.9pp | 71.7%-29.3pp | 69.6%-27.1pp |
| Annual return | -0.28% | 68.91%-69.2pp | 16.93%-17.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $538 | $1,296-58.5% | $4,022-86.6% | $2,381-77.4% |
| Participant deferral / active EE | $1,273 | $2,280-44.1% | $3,344-61.9% | $3,470-63.3% |
| Admin fee / account holder | $10,125 | $3,501+189.2% | $5,019+101.7% | $4,888+107.1% |