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 | $90,555 | $57,354+57.9% | $83,848+8.0% | $64,186+41.1% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -6.92% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,392 | $2,545-45.3% | $3,631-61.7% | $2,381-41.5% |
| Participant deferral / active EE | $3,008 | $2,993+0.5% | $4,082-26.3% | $3,470-13.3% |
| Admin fee / account holder | $1,206 | $4,046-70.2% | $5,478-78.0% | $4,888-75.3% |