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 | $58,110 | $91,538-36.5% | $129,995-55.3% | $75,163-22.7% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 18.97% | -631.11%+650.1pp | -137.18%+156.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,144 | $2,845-24.7% | $4,320-50.4% | $2,670-19.7% |
| Participant deferral / active EE | $5,894 | $4,341+35.8% | $5,820+1.3% | $4,125+42.9% |
| Admin fee / account holder | $628 | $6,790-90.7% | $10,614-94.1% | $5,651-88.9% |