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 | $18,749 | $45,438-58.7% | $80,004-76.6% | $59,632-68.6% |
| Participation rate | 67.1% | 63.7%+3.4pp | 73.0%-5.9pp | 68.7%-1.6pp |
| Annual return | -2.29% | 5.10%-7.4pp | 7.63%-9.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $928 | $1,236-24.9% | $2,473-62.5% | $2,203-57.9% |
| Participant deferral / active EE | $1,867 | $2,231-16.3% | $3,204-41.7% | $3,192-41.5% |
| Admin fee / account holder | $640 | $3,464-81.5% | $5,033-87.3% | $4,297-85.1% |