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 | $84,094 | $76,000+10.7% | $154,107-45.4% | $64,186+31.0% |
| Participation rate | 48.0% | 70.4%-22.4pp | 83.0%-35.0pp | 69.6%-21.6pp |
| Annual return | -7.13% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $929 | $3,351-72.3% | $5,298-82.5% | $2,381-61.0% |
| Participant deferral / active EE | $3,526 | $3,175+11.1% | $5,081-30.6% | $3,470+1.6% |
| Admin fee / account holder | $396 | $5,596-92.9% | $13,411-97.0% | $4,888-91.9% |