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 | $44,613 | $49,177-9.3% | $79,464-43.9% | $64,186-30.5% |
| Participation rate | 27.7% | 65.0%-37.4pp | 73.3%-45.7pp | 69.6%-41.9pp |
| Annual return | -3.23% | -1.16%-2.1pp | 718.14%-721.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $744 | $2,076-64.2% | $2,800-73.4% | $2,381-68.7% |
| Participant deferral / active EE | $961 | $2,821-66.0% | $3,704-74.1% | $3,470-72.3% |
| Admin fee / account holder | $3,484 | $3,839-9.2% | $5,113-31.9% | $4,888-28.7% |