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 | $131,091 | $99,032+32.4% | $80,019+63.8% | $135,375-3.2% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -4.31% | 15.39%-19.7pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $709 | $3,043-76.7% | $2,468-71.3% | $4,779-85.2% |
| Participant deferral / active EE | $2,837 | $4,282-33.8% | $3,686-23.0% | $5,609-49.4% |
| Admin fee / account holder | $13,662 | $10,436+30.9% | $6,521+109.5% | $10,827+26.2% |