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 | $44,841 | $73,867-39.3% | $143,757-68.8% | $68,494-34.5% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -14.59% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,753 | $3,184+112.1% | $4,951+36.4% | $2,596+160.1% |
| Participant deferral / active EE | $8,314 | $3,384+145.7% | $5,637+47.5% | $4,027+106.5% |
| Admin fee / account holder | $7,287 | $5,755+26.6% | $14,673-50.3% | $5,403+34.9% |