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 | $41,225 | $69,010-40.3% | $159,960-74.2% | $68,494-39.8% |
| Participation rate | 50.9% | 65.4%-14.5pp | 78.0%-27.0pp | 67.9%-17.0pp |
| Annual return | 2.75% | -9.65%+12.4pp | 408.60%-405.9pp | -7.84%+10.6pp |
| Employer contribution / active EE | $1,430 | $2,213-35.4% | $4,226-66.1% | $2,596-44.9% |
| Participant deferral / active EE | $2,600 | $4,212-38.3% | $6,182-57.9% | $4,027-35.4% |
| Admin fee / account holder | $1,114 | $4,798-76.8% | $8,698-87.2% | $5,403-79.4% |