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 | $33,729 | $61,774-45.4% | $97,226-65.3% | $80,856-58.3% |
| Participation rate | 18.8% | 63.5%-44.8pp | 72.7%-53.9pp | 67.6%-48.9pp |
| Annual return | 11.62% | -557.90%+569.5pp | 75.13%-63.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,481 | $1,837+35.1% | $2,729-9.1% | $2,755-10.0% |
| Participant deferral / active EE | $4,190 | $3,029+38.3% | $4,264-1.7% | $4,296-2.5% |
| Admin fee / account holder | $1,518 | $5,166-70.6% | $5,654-73.1% | $6,918-78.1% |