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 | $87,105 | $82,664+5.4% | $125,339-30.5% | $68,494+27.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,040 | $3,381-69.2% | $4,814-78.4% | $2,596-59.9% |
| Participant deferral / active EE | $3,363 | $6,110-45.0% | $7,446-54.8% | $4,027-16.5% |
| Admin fee / account holder | $17,123 | $6,275+172.9% | $10,010+71.1% | $5,403+216.9% |