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 | $67,776 | $91,538-26.0% | $129,995-47.9% | $75,163-9.8% |
| Participation rate | 61.0% | 71.4%-10.4pp | 78.5%-17.4pp | 67.2%-6.2pp |
| Annual return | 15.38% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,457 | $2,845-13.6% | $4,320-43.1% | $2,670-8.0% |
| Participant deferral / active EE | $4,902 | $4,341+12.9% | $5,820-15.8% | $4,125+18.8% |
| Admin fee / account holder | $5,993 | $6,790-11.7% | $10,614-43.5% | $5,651+6.1% |