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 | $117,769 | $81,900+43.8% | $119,609-1.5% | $68,494+71.9% |
| Participation rate | 43.5% | 71.9%-28.3pp | 79.3%-35.7pp | 67.9%-24.3pp |
| Annual return | -8.84% | -23.82%+15.0pp | -14.97%+6.1pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,262 | $2,693-53.2% | $4,232-70.2% | $2,596-51.4% |
| Participant deferral / active EE | $3,259 | $4,148-21.4% | $5,602-41.8% | $4,027-19.1% |
| Admin fee / account holder | $7,405 | $6,582+12.5% | $10,323-28.3% | $5,403+37.1% |