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 | $52,158 | $40,256+29.6% | $57,343-9.0% | $59,632-12.5% |
| Participation rate | 47.8% | 69.2%-21.4pp | 75.1%-27.3pp | 68.7%-20.8pp |
| Annual return | -1.58% | 27.49%-29.1pp | 24.39%-26.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $580 | $1,922-69.8% | $2,689-78.4% | $2,203-73.7% |
| Participant deferral / active EE | $2,442 | $2,399+1.8% | $3,162-22.8% | $3,192-23.5% |
| Admin fee / account holder | $3,010 | $2,818+6.8% | $3,356-10.3% | $4,297-29.9% |