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 | $21,918 | $57,354-61.8% | $83,848-73.9% | $64,186-65.9% |
| Participation rate | 65.5% | 68.6%-3.1pp | 76.1%-10.6pp | 69.6%-4.1pp |
| Annual return | -5.03% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,378 | $2,545-45.9% | $3,631-62.0% | $2,381-42.1% |
| Participant deferral / active EE | $2,388 | $2,993-20.2% | $4,082-41.5% | $3,470-31.2% |
| Admin fee / account holder | $504 | $4,046-87.5% | $5,478-90.8% | $4,888-89.7% |