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 | $71,240 | $91,538-22.2% | $129,995-45.2% | $75,163-5.2% |
| Participation rate | 46.0% | 71.4%-25.4pp | 78.5%-32.5pp | 67.2%-21.2pp |
| Annual return | 13.71% | -631.11%+644.8pp | -137.18%+150.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,288 | $2,845-54.7% | $4,320-70.2% | $2,670-51.8% |
| Participant deferral / active EE | $2,896 | $4,341-33.3% | $5,820-50.2% | $4,125-29.8% |
| Admin fee / account holder | $452 | $6,790-93.3% | $10,614-95.7% | $5,651-92.0% |