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 | $40,071 | $57,354-30.1% | $83,848-52.2% | $64,186-37.6% |
| Participation rate | 55.7% | 68.6%-12.9pp | 76.1%-20.4pp | 69.6%-13.9pp |
| Annual return | -6.82% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,189 | $2,545-53.3% | $3,631-67.3% | $2,381-50.1% |
| Participant deferral / active EE | $4,994 | $2,993+66.9% | $4,082+22.4% | $3,470+43.9% |
| Admin fee / account holder | $5,701 | $4,046+40.9% | $5,478+4.1% | $4,888+16.6% |