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 | $86,184 | $52,519+64.1% | $155,790-44.7% | $59,632+44.5% |
| Participation rate | 56.5% | 61.7%-5.2pp | 76.1%-19.6pp | 68.7%-12.1pp |
| Annual return | -1.89% | 53.51%-55.4pp | 71.54%-73.4pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $966 | $1,589-39.2% | $3,836-74.8% | $2,203-56.2% |
| Participant deferral / active EE | $2,703 | $3,084-12.4% | $4,797-43.6% | $3,192-15.3% |
| Admin fee / account holder | $38,153 | $3,540+977.8% | $7,478+410.2% | $4,297+787.9% |