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 | $39,580 | $99,957-60.4% | $149,696-73.6% | $73,488-46.1% |
| Participation rate | 60.8% | 75.7%-14.9pp | 82.5%-21.7pp | 70.7%-9.9pp |
| Annual return | 16.92% | 53.87%-36.9pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,445 | $3,191-54.7% | $4,644-68.9% | $2,270-36.4% |
| Participant deferral / active EE | $2,949 | $6,073-51.4% | $6,842-56.9% | $3,740-21.1% |
| Admin fee / account holder | $2,370 | $551+330.4% | $9,309-74.5% | $513+362.0% |