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 | $62,365 | $59,417+5.0% | $93,606-33.4% | $74,495-16.3% |
| Participation rate | 39.1% | 59.7%-20.6pp | 68.7%-29.6pp | 67.2%-28.1pp |
| Annual return | 21.50% | 81.83%-60.3pp | 133.20%-111.7pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $838 | $1,264-33.7% | $2,420-65.4% | $2,623-68.0% |
| Participant deferral / active EE | $2,523 | $3,050-17.3% | $4,411-42.8% | $4,346-41.9% |
| Admin fee / account holder | $19,254 | $3,021+537.3% | $8,285+132.4% | $1,942+891.6% |