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 | $37,255 | $84,487-55.9% | $125,339-70.3% | $66,914-44.3% |
| Participation rate | 65.2% | 76.4%-11.2pp | 82.4%-17.2pp | 69.8%-4.6pp |
| Annual return | 17.48% | -8.39%+25.9pp | 572.05%-554.6pp | 1.58%+15.9pp |
| Employer contribution / active EE | $3,100 | $3,553-12.7% | $4,814-35.6% | $2,544+21.8% |
| Participant deferral / active EE | $7,847 | $6,781+15.7% | $7,446+5.4% | $4,237+85.2% |
| Admin fee / account holder | $1,234 | $685+80.2% | $10,010-87.7% | $593+108.0% |