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 | $83,177 | $149,333-44.3% | $106,387-21.8% | $135,375-38.6% |
| Participation rate | 63.2% | 81.5%-18.3pp | 77.5%-14.3pp | 82.6%-19.5pp |
| Annual return | -6.51% | 0.52%-7.0pp | 0.25%-6.8pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,964 | $4,984-60.6% | $3,520-44.2% | $4,779-58.9% |
| Participant deferral / active EE | $7,518 | $7,230+4.0% | $5,421+38.7% | $5,609+34.0% |
| Admin fee / account holder | $334 | $15,952-97.9% | $7,510-95.6% | $10,827-96.9% |