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 | $38,641 | $54,701-29.4% | $86,188-55.2% | $71,457-45.9% |
| Participation rate | 30.9% | 60.1%-29.2pp | 69.0%-38.1pp | 67.9%-37.0pp |
| Annual return | 16.30% | 20.06%-3.8pp | 1168.45%-1152.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,164 | $3,108-30.4% | $3,985-45.7% | $4,289-49.5% |
| Admin fee / account holder | $3,419 | $1,922+77.9% | $6,852-50.1% | $1,587+115.4% |