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 | $67,528 | $91,538-26.2% | $129,995-48.1% | $75,163-10.2% |
| Participation rate | 65.3% | 71.4%-6.2pp | 78.5%-13.2pp | 67.2%-1.9pp |
| Annual return | 21.59% | -631.11%+652.7pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $945 | $2,845-66.8% | $4,320-78.1% | $2,670-64.6% |
| Participant deferral / active EE | $3,095 | $4,341-28.7% | $5,820-46.8% | $4,125-25.0% |
| Admin fee / account holder | $14,489 | $6,790+113.4% | $10,614+36.5% | $5,651+156.4% |