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 | $88,340 | $110,094-19.8% | $151,611-41.7% | $68,494+29.0% |
| Participation rate | 65.8% | 84.0%-18.2pp | 87.5%-21.7pp | 67.9%-2.1pp |
| Annual return | -18.10% | -10.12%-8.0pp | 3.33%-21.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,837 | $4,471-58.9% | $6,166-70.2% | $2,596-29.2% |
| Participant deferral / active EE | $4,309 | $6,527-34.0% | $8,363-48.5% | $4,027+7.0% |
| Admin fee / account holder | $1,257 | $7,719-83.7% | $11,616-89.2% | $5,403-76.7% |