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 5-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 | $42,560 | $154,117-72.4% | $129,995-67.3% | $139,434-69.5% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 22.72% | 32.48%-9.8pp | -137.18%+159.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,133 | $5,289-59.7% | $4,320-50.6% | $4,751-55.1% |
| Participant deferral / active EE | $4,973 | $6,710-25.9% | $5,820-14.5% | $6,710-25.9% |
| Admin fee / account holder | $503 | $14,007-96.4% | $10,614-95.3% | $11,403-95.6% |