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 | $134,175 | $142,344-5.7% | $119,609+12.2% | $134,475-0.2% |
| Participation rate | 30.0% | 82.8%-52.8pp | 79.3%-49.3pp | 81.2%-51.2pp |
| Annual return | -11.99% | -12.44%+0.4pp | -14.97%+3.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,228 | $5,222-76.5% | $4,232-71.0% | $4,740-74.1% |
| Participant deferral / active EE | $5,233 | $6,469-19.1% | $5,602-6.6% | $6,400-18.2% |
| Admin fee / account holder | $1,442 | $13,584-89.4% | $10,323-86.0% | $11,426-87.4% |