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 | $28,226 | $57,354-50.8% | $83,848-66.3% | $64,186-56.0% |
| Participation rate | 51.5% | 68.6%-17.1pp | 76.1%-24.6pp | 69.6%-18.1pp |
| Annual return | -2.97% | 11.38%-14.4pp | 850.88%-853.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,188 | $2,545-53.3% | $3,631-67.3% | $2,381-50.1% |
| Participant deferral / active EE | $2,660 | $2,993-11.1% | $4,082-34.8% | $3,470-23.3% |
| Admin fee / account holder | $3,704 | $4,046-8.4% | $5,478-32.4% | $4,888-24.2% |