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 6-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 | $14,116 | $117,690-88.0% | $71,735-80.3% | $134,475-89.5% |
| Participation rate | 62.5% | 68.8%-6.3pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -18.49% | 25.44%-43.9pp | 9.14%-27.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,398 | $2,525-44.6% | $1,704-17.9% | $4,740-70.5% |
| Participant deferral / active EE | $3,460 | $3,759-7.9% | $2,658+30.2% | $6,400-45.9% |
| Admin fee / account holder | $1,132 | $6,379-82.3% | $3,974-71.5% | $11,426-90.1% |