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 | $61,678 | $76,000-18.8% | $154,107-60.0% | $64,186-3.9% |
| Participation rate | 65.6% | 70.4%-4.8pp | 83.0%-17.4pp | 69.6%-3.9pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,803 | $3,351-46.2% | $5,298-66.0% | $2,381-24.3% |
| Participant deferral / active EE | $4,149 | $3,175+30.7% | $5,081-18.3% | $3,470+19.6% |
| Admin fee / account holder | $3,016 | $5,596-46.1% | $13,411-77.5% | $4,888-38.3% |