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 | $47,520 | $91,538-48.1% | $129,995-63.4% | $75,163-36.8% |
| Participation rate | 58.8% | 71.4%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 18.29% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,016 | $2,845-29.1% | $4,320-53.3% | $2,670-24.5% |
| Participant deferral / active EE | $3,486 | $4,341-19.7% | $5,820-40.1% | $4,125-15.5% |
| Admin fee / account holder | $1,852 | $6,790-72.7% | $10,614-82.6% | $5,651-67.2% |