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 | $85,806 | $95,862-10.5% | $79,550+7.9% | $134,475-36.2% |
| Participation rate | 52.6% | 75.0%-22.4pp | 69.5%-16.9pp | 81.2%-28.6pp |
| Annual return | -13.80% | -2.69%-11.1pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,175 | $3,128-62.4% | $2,413-51.3% | $4,740-75.2% |
| Participant deferral / active EE | $3,966 | $4,693-15.5% | $3,985-0.5% | $6,400-38.0% |
| Admin fee / account holder | $1,055 | $9,126-88.4% | $6,832-84.6% | $11,426-90.8% |