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 | $98,904 | $95,193+3.9% | $76,523+29.2% | $135,375-26.9% |
| Participation rate | 69.6% | 74.4%-4.8pp | 68.0%+1.6pp | 82.6%-13.1pp |
| Annual return | -1.58% | 4.85%-6.4pp | -0.27%-1.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,010 | $3,302-39.1% | $2,647-24.1% | $4,779-57.9% |
| Participant deferral / active EE | $5,510 | $4,639+18.8% | $3,835+43.6% | $5,609-1.8% |
| Admin fee / account holder | $2,769 | $6,249-55.7% | $4,848-42.9% | $10,827-74.4% |