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 | $38,632 | $61,774-37.5% | $97,226-60.3% | $80,856-52.2% |
| Participation rate | 38.4% | 63.5%-25.1pp | 72.7%-34.3pp | 67.6%-29.3pp |
| Annual return | 11.68% | -557.90%+569.6pp | 75.13%-63.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,056 | $1,837-42.5% | $2,729-61.3% | $2,755-61.7% |
| Participant deferral / active EE | $1,226 | $3,029-59.5% | $4,264-71.2% | $4,296-71.5% |
| Admin fee / account holder | $2,572 | $5,166-50.2% | $5,654-54.5% | $6,918-62.8% |