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 8-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 | $94,172 | $67,331+39.9% | $60,874+54.7% | $134,475-30.0% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.1%-56.4pp | 81.2%-64.6pp |
| Annual return | -18.06% | 49.93%-68.0pp | 16.90%-35.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,320 | $3,096-57.4% | $2,701-51.1% | $4,740-72.1% |
| Participant deferral / active EE | $3,958 | $4,538-12.8% | $3,817+3.7% | $6,400-38.1% |
| Admin fee / account holder | $1,678 | $4,582-63.4% | $3,224-48.0% | $11,426-85.3% |