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 | $43,309 | $180,449-76.0% | $154,107-71.9% | $135,375-68.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.92% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,266 | $6,035+3.8% | $5,298+18.3% | $4,779+31.1% |
| Participant deferral / active EE | $3,527 | $5,806-39.3% | $5,081-30.6% | $5,609-37.1% |
| Admin fee / account holder | $11,039 | $16,143-31.6% | $13,411-17.7% | $10,827+2.0% |