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 | $75,384 | $54,350+38.7% | $82,719-8.9% | $68,494+10.1% |
| Participation rate | 53.5% | 63.9%-10.4pp | 72.6%-19.1pp | 67.9%-14.4pp |
| Annual return | -17.00% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $818 | $2,218-63.1% | $3,009-72.8% | $2,596-68.5% |
| Participant deferral / active EE | $3,294 | $3,246+1.5% | $4,395-25.1% | $4,027-18.2% |
| Admin fee / account holder | $1,590 | $4,395-63.8% | $5,329-70.2% | $5,403-70.6% |