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 | $136,808 | $81,900+67.0% | $119,609+14.4% | $68,494+99.7% |
| Participation rate | 56.1% | 71.9%-15.8pp | 79.3%-23.2pp | 67.9%-11.8pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,473 | $4,148+7.9% | $5,602-20.1% | $4,027+11.1% |
| Admin fee / account holder | $17,838 | $6,582+171.0% | $10,323+72.8% | $5,403+230.2% |