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 | $47,289 | $49,177-3.8% | $79,464-40.5% | $64,186-26.3% |
| Participation rate | 42.7% | 65.0%-22.3pp | 73.3%-30.6pp | 69.6%-26.9pp |
| Annual return | -5.88% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $729 | $2,076-64.9% | $2,800-74.0% | $2,381-69.4% |
| Participant deferral / active EE | $2,229 | $2,821-21.0% | $3,704-39.8% | $3,470-35.8% |
| Admin fee / account holder | $3,468 | $3,839-9.6% | $5,113-32.2% | $4,888-29.0% |