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 | $78,284 | $107,791-27.4% | $90,645-13.6% | $135,375-42.2% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -4.69% | -0.90%-3.8pp | 1.88%-6.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,481 | $3,018-50.9% | $2,532-41.5% | $4,779-69.0% |
| Participant deferral / active EE | $5,789 | $3,872+49.5% | $3,425+69.0% | $5,609+3.2% |
| Admin fee / account holder | $2,598 | $5,930-56.2% | $4,994-48.0% | $10,827-76.0% |