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 | $81,916 | $95,862-14.5% | $79,550+3.0% | $134,475-39.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | 94.00% | -2.69%+96.7pp | 0.16%+93.8pp | 417.96%-324.0pp |
| Employer contribution / active EE | $1,572 | $3,128-49.7% | $2,413-34.9% | $4,740-66.8% |
| Participant deferral / active EE | $2,785 | $4,693-40.7% | $3,985-30.1% | $6,400-56.5% |
| Admin fee / account holder | $1,231 | $9,126-86.5% | $6,832-82.0% | $11,426-89.2% |