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 | $111,381 | $76,000+46.6% | $154,107-27.7% | $64,186+73.5% |
| Participation rate | 25.0% | 70.4%-45.4pp | 83.0%-58.0pp | 69.6%-44.6pp |
| Annual return | -7.47% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $672 | $3,351-79.9% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $1,776 | $3,175-44.1% | $5,081-65.0% | $3,470-48.8% |
| Admin fee / account holder | $373 | $5,596-93.3% | $13,411-97.2% | $4,888-92.4% |