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 | $124,668 | $77,813+60.2% | $123,544+0.9% | $64,186+94.2% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -3.13% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,341 | $3,014-55.5% | $4,628-71.0% | $2,381-43.7% |
| Participant deferral / active EE | $4,803 | $5,240-8.3% | $6,426-25.2% | $3,470+38.4% |
| Admin fee / account holder | $604 | $5,519-89.1% | $9,284-93.5% | $4,888-87.7% |