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 | $78,150 | $76,000+2.8% | $154,107-49.3% | $64,186+21.8% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | -5.43% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,086 | $3,351-67.6% | $5,298-79.5% | $2,381-54.4% |
| Participant deferral / active EE | $2,740 | $3,175-13.7% | $5,081-46.1% | $3,470-21.0% |
| Admin fee / account holder | $2,588 | $5,596-53.8% | $13,411-80.7% | $4,888-47.1% |