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 | $41,201 | $30,732+34.1% | $59,496-30.7% | $59,632-30.9% |
| Participation rate | 39.1% | 43.2%-4.1pp | 54.6%-15.5pp | 68.7%-29.6pp |
| Annual return | -0.45% | 4.47%-4.9pp | 182.05%-182.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $240 | $631-61.9% | $1,153-79.2% | $2,203-89.1% |
| Participant deferral / active EE | $1,294 | $1,183+9.4% | $1,829-29.3% | $3,192-59.5% |
| Admin fee / account holder | $4,745 | $2,136+122.1% | $2,232+112.6% | $4,297+10.4% |