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 | $41,203 | $91,538-55.0% | $129,995-68.3% | $75,163-45.2% |
| Participation rate | 65.4% | 71.4%-6.0pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 30.23% | -631.11%+661.3pp | -137.18%+167.4pp | 160.62%-130.4pp |
| Employer contribution / active EE | $1,941 | $2,845-31.8% | $4,320-55.1% | $2,670-27.3% |
| Participant deferral / active EE | $3,909 | $4,341-9.9% | $5,820-32.8% | $4,125-5.2% |
| Admin fee / account holder | $2,539 | $6,790-62.6% | $10,614-76.1% | $5,651-55.1% |