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 | $49,935 | $131,829-62.1% | $108,579-54.0% | $273,961-81.8% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.6%-32.2pp | 83.0%-35.6pp |
| Annual return | 9.15% | -91.57%+100.7pp | -51.70%+60.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,971 | $5,127-22.5% | $4,311-7.9% | $5,287-24.9% |
| Admin fee / account holder | $884 | $10,252-91.4% | $7,645-88.4% | $10,132-91.3% |