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 | $54,478 | $76,000-28.3% | $154,107-64.6% | $64,186-15.1% |
| Participation rate | 46.7% | 70.4%-23.7pp | 83.0%-36.4pp | 69.6%-22.9pp |
| Annual return | -5.02% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $506 | $3,351-84.9% | $5,298-90.4% | $2,381-78.7% |
| Participant deferral / active EE | $3,347 | $3,175+5.4% | $5,081-34.1% | $3,470-3.5% |
| Admin fee / account holder | $2,982 | $5,596-46.7% | $13,411-77.8% | $4,888-39.0% |