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 | $114,774 | $100,754+13.9% | $86,677+32.4% | $134,475-14.7% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -13.01% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $889 | $3,489-74.5% | $2,836-68.7% | $4,740-81.2% |
| Participant deferral / active EE | $2,053 | $5,338-61.5% | $4,656-55.9% | $6,400-67.9% |
| Admin fee / account holder | $6,530 | $10,926-40.2% | $7,493-12.9% | $11,426-42.8% |