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 | $76,464 | $56,199+36.1% | $67,652+13.0% | $59,632+28.2% |
| Participation rate | 68.3% | 71.5%-3.1pp | 75.7%-7.3pp | 68.7%-0.3pp |
| Annual return | -1.00% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $513 | $1,614-68.2% | $2,266-77.4% | $2,203-76.7% |
| Participant deferral / active EE | $3,196 | $2,844+12.4% | $3,560-10.2% | $3,192+0.1% |
| Admin fee / account holder | $1,043 | $3,958-73.6% | $4,821-78.4% | $4,297-75.7% |