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 | $109,234 | $105,860+3.2% | $90,749+20.4% | $134,475-18.8% |
| Participation rate | 31.6% | 78.2%-46.7pp | 75.7%-44.1pp | 81.2%-49.6pp |
| Annual return | -19.05% | -11.01%-8.0pp | -12.16%-6.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $857 | $3,462-75.2% | $2,921-70.6% | $4,740-81.9% |
| Participant deferral / active EE | $2,689 | $5,216-48.4% | $4,564-41.1% | $6,400-58.0% |
| Admin fee / account holder | $934 | $13,938-93.3% | $8,445-88.9% | $11,426-91.8% |