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 | $118,466 | $133,958-11.6% | $112,228+5.6% | $134,475-11.9% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.4pp |
| Annual return | -10.05% | 47.11%-57.2pp | 27.45%-37.5pp | 417.96%-428.0pp |
| Employer contribution / active EE | $936 | $4,038-76.8% | $3,635-74.3% | $4,740-80.3% |
| Participant deferral / active EE | $2,638 | $5,291-50.1% | $4,728-44.2% | $6,400-58.8% |
| Admin fee / account holder | $1,102 | $7,489-85.3% | $6,410-82.8% | $11,426-90.4% |