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 | $56,146 | $127,386-55.9% | $115,037-51.2% | $125,391-55.2% |
| Participation rate | 36.8% | 84.2%-47.3pp | 81.4%-44.5pp | 83.2%-46.3pp |
| Annual return | -2.91% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,262 | $5,166-75.6% | $4,608-72.6% | $4,866-74.1% |
| Participant deferral / active EE | $8,396 | $6,423+30.7% | $6,026+39.3% | $5,352+56.9% |
| Admin fee / account holder | $1,384 | $9,516-85.5% | $8,175-83.1% | $9,540-85.5% |