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 | $44,529 | $57,354-22.4% | $83,848-46.9% | $64,186-30.6% |
| Participation rate | 58.1% | 68.6%-10.5pp | 76.1%-18.1pp | 69.6%-11.5pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,982 | $2,545-22.1% | $3,631-45.4% | $2,381-16.7% |
| Participant deferral / active EE | $4,622 | $2,993+54.4% | $4,082+13.2% | $3,470+33.2% |
| Admin fee / account holder | $9,480 | $4,046+134.3% | $5,478+73.1% | $4,888+94.0% |