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 | $31,410 | $69,763-55.0% | $67,502-53.5% | $74,495-57.8% |
| Participation rate | 53.0% | 71.4%-18.4pp | 72.9%-19.9pp | 67.2%-14.2pp |
| Annual return | 15.36% | -40.34%+55.7pp | 3512.12%-3496.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $930 | $2,704-65.6% | $2,731-65.9% | $2,623-64.5% |
| Participant deferral / active EE | $2,242 | $3,636-38.3% | $4,000-43.9% | $4,346-48.4% |
| Admin fee / account holder | $806 | $896-10.1% | $3,998-79.8% | $1,942-58.5% |