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 | $34,210 | $91,538-62.6% | $129,995-73.7% | $75,163-54.5% |
| Participation rate | 64.5% | 71.4%-6.9pp | 78.5%-14.0pp | 67.2%-2.7pp |
| Annual return | 29.84% | -631.11%+660.9pp | -137.18%+167.0pp | 160.62%-130.8pp |
| Employer contribution / active EE | $4,338 | $2,845+52.5% | $4,320+0.4% | $2,670+62.5% |
| Participant deferral / active EE | $8,927 | $4,341+105.6% | $5,820+53.4% | $4,125+116.4% |
| Admin fee / account holder | $4,154 | $6,790-38.8% | $10,614-60.9% | $5,651-26.5% |