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 | $73,463 | $54,350+35.2% | $82,719-11.2% | $68,494+7.3% |
| Participation rate | 25.9% | 63.9%-38.0pp | 72.6%-46.6pp | 67.9%-42.0pp |
| Annual return | -12.13% | -13.67%+1.5pp | 701.18%-713.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $981 | $2,218-55.8% | $3,009-67.4% | $2,596-62.2% |
| Participant deferral / active EE | $2,822 | $3,246-13.1% | $4,395-35.8% | $4,027-29.9% |
| Admin fee / account holder | $5,586 | $4,395+27.1% | $5,329+4.8% | $5,403+3.4% |