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 | $71,280 | $91,538-22.1% | $129,995-45.2% | $75,163-5.2% |
| Participation rate | 27.3% | 71.4%-44.2pp | 78.5%-51.2pp | 67.2%-39.9pp |
| Annual return | 15.47% | -631.11%+646.6pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,118 | $2,845-60.7% | $4,320-74.1% | $2,670-58.1% |
| Participant deferral / active EE | $2,303 | $4,341-46.9% | $5,820-60.4% | $4,125-44.2% |
| Admin fee / account holder | $2,261 | $6,790-66.7% | $10,614-78.7% | $5,651-60.0% |