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 | $46,581 | $84,487-44.9% | $125,339-62.8% | $66,914-30.4% |
| Participation rate | 61.8% | 76.4%-14.6pp | 82.4%-20.6pp | 69.8%-8.0pp |
| Annual return | -17.25% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,138 | $3,553-11.7% | $4,814-34.8% | $2,544+23.3% |
| Participant deferral / active EE | $6,657 | $6,781-1.8% | $7,446-10.6% | $4,237+57.1% |
| Admin fee / account holder | $2,043 | $685+198.2% | $10,010-79.6% | $593+244.3% |