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 | $97,435 | $64,307+51.5% | $57,343+69.9% | $125,391-22.3% |
| Participation rate | 28.6% | 78.6%-50.1pp | 75.1%-46.5pp | 83.2%-54.6pp |
| Annual return | -1.87% | 25.12%-27.0pp | 24.39%-26.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,966 | $3,193-38.4% | $2,689-26.9% | $4,866-59.6% |
| Participant deferral / active EE | $1,966 | $3,848-48.9% | $3,162-37.8% | $5,352-63.3% |
| Admin fee / account holder | $7,149 | $5,242+36.4% | $3,356+113.0% | $9,540-25.1% |