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 | $108,216 | $48,274+124.2% | $63,517+70.4% | $59,632+81.5% |
| Participation rate | 25.0% | 66.3%-41.3pp | 71.0%-46.0pp | 68.7%-43.7pp |
| Annual return | 1.33% | -240.79%+242.1pp | -70.30%+71.6pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $429 | $1,586-73.0% | $2,322-81.5% | $2,203-80.5% |
| Participant deferral / active EE | $1,155 | $2,343-50.7% | $2,953-60.9% | $3,192-63.8% |
| Admin fee / account holder | $39,020 | $3,600+983.9% | $5,892+562.2% | $4,297+808.1% |