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 | $47,482 | $30,732+54.5% | $59,496-20.2% | $59,632-20.4% |
| Participation rate | 47.2% | 43.2%+4.0pp | 54.6%-7.3pp | 68.7%-21.4pp |
| Annual return | -1.70% | 4.47%-6.2pp | 182.05%-183.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,400 | $631+121.9% | $1,153+21.4% | $2,203-36.5% |
| Participant deferral / active EE | $2,662 | $1,183+125.0% | $1,829+45.5% | $3,192-16.6% |
| Admin fee / account holder | $3,272 | $2,136+53.2% | $2,232+46.6% | $4,297-23.8% |