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 | $61,838 | $75,828-18.4% | $147,614-58.1% | $59,632+3.7% |
| Participation rate | 66.0% | 71.6%-5.6pp | 84.6%-18.7pp | 68.7%-2.7pp |
| Annual return | -1.36% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,031 | $3,485-41.7% | $5,564-63.5% | $2,203-7.8% |
| Participant deferral / active EE | $3,341 | $3,130+6.7% | $4,895-31.8% | $3,192+4.7% |
| Admin fee / account holder | $4,560 | $5,985-23.8% | $11,611-60.7% | $4,297+6.1% |