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 9-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 | $165,794 | $142,344+16.5% | $119,609+38.6% | $134,475+23.3% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.3%-59.3pp | 81.2%-61.2pp |
| Annual return | -18.05% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,683 | $5,222-67.8% | $4,232-60.2% | $4,740-64.5% |
| Participant deferral / active EE | $4,100 | $6,469-36.6% | $5,602-26.8% | $6,400-35.9% |
| Admin fee / account holder | $1,323 | $13,584-90.3% | $10,323-87.2% | $11,426-88.4% |