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 | $61,278 | $91,538-33.1% | $129,995-52.9% | $75,163-18.5% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.5%-26.5pp | 67.2%-15.2pp |
| Annual return | 20.75% | -631.11%+651.9pp | -137.18%+157.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,898 | $2,845-33.3% | $4,320-56.1% | $2,670-28.9% |
| Participant deferral / active EE | $3,419 | $4,341-21.2% | $5,820-41.3% | $4,125-17.1% |
| Admin fee / account holder | $1,863 | $6,790-72.6% | $10,614-82.4% | $5,651-67.0% |