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 | $42,328 | $61,774-31.5% | $97,226-56.5% | $80,856-47.7% |
| Participation rate | 52.4% | 63.5%-11.1pp | 72.7%-20.3pp | 67.6%-15.3pp |
| Annual return | 12.26% | -557.90%+570.2pp | 75.13%-62.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,839 | $3,029-39.3% | $4,264-56.9% | $4,296-57.2% |
| Admin fee / account holder | $1,276 | $5,166-75.3% | $5,654-77.4% | $6,918-81.6% |