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 | $83,460 | $93,024-10.3% | $77,024+8.4% | $134,475-37.9% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.7pp | 81.2%-18.1pp |
| Annual return | -15.18% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,340 | $3,418-31.5% | $2,812-16.8% | $4,740-50.6% |
| Participant deferral / active EE | $6,417 | $5,238+22.5% | $4,426+45.0% | $6,400+0.3% |
| Admin fee / account holder | $3,920 | $6,944-43.6% | $5,425-27.8% | $11,426-65.7% |