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 | $40,069 | $129,942-69.2% | $104,294-61.6% | $134,475-70.2% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -15.04% | 42.03%-57.1pp | 24.61%-39.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,063 | $4,184-74.6% | $3,372-68.5% | $4,740-77.6% |
| Participant deferral / active EE | $2,311 | $5,588-58.6% | $4,625-50.0% | $6,400-63.9% |
| Admin fee / account holder | $17,018 | $9,323+82.5% | $7,339+131.9% | $11,426+48.9% |