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 | $37,905 | $75,828-50.0% | $147,614-74.3% | $59,632-36.4% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | 2.37% | 0.37%+2.0pp | 61.98%-59.6pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $431 | $3,485-87.6% | $5,564-92.3% | $2,203-80.5% |
| Participant deferral / active EE | $1,381 | $3,130-55.9% | $4,895-71.8% | $3,192-56.7% |
| Admin fee / account holder | $5,369 | $5,985-10.3% | $11,611-53.8% | $4,297+25.0% |