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 | $22,114 | $76,000-70.9% | $154,107-85.7% | $64,186-65.5% |
| Participation rate | 44.8% | 70.4%-25.6pp | 83.0%-38.2pp | 69.6%-24.7pp |
| Annual return | -7.88% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,438 | $3,351-57.1% | $5,298-72.9% | $2,381-39.6% |
| Participant deferral / active EE | $1,859 | $3,175-41.5% | $5,081-63.4% | $3,470-46.4% |
| Admin fee / account holder | $774 | $5,596-86.2% | $13,411-94.2% | $4,888-84.2% |