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 | $81,871 | $97,044-15.6% | $83,333-1.8% | $135,375-39.5% |
| Participation rate | 44.4% | 80.4%-36.0pp | 77.8%-33.3pp | 82.6%-38.2pp |
| Annual return | -8.70% | 12.31%-21.0pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,375 | $4,143-42.7% | $3,379-29.7% | $4,779-50.3% |
| Participant deferral / active EE | $4,275 | $5,964-28.3% | $5,565-23.2% | $5,609-23.8% |
| Admin fee / account holder | $542 | $8,380-93.5% | $7,510-92.8% | $10,827-95.0% |