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 | $136,410 | $142,344-4.2% | $119,609+14.0% | $134,475+1.4% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.3%-33.1pp | 81.2%-35.1pp |
| Annual return | -16.02% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,522 | $5,222-51.7% | $4,232-40.4% | $4,740-46.8% |
| Participant deferral / active EE | $6,041 | $6,469-6.6% | $5,602+7.8% | $6,400-5.6% |
| Admin fee / account holder | $10,625 | $13,584-21.8% | $10,323+2.9% | $11,426-7.0% |