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 | $98,001 | $82,664+18.6% | $125,339-21.8% | $68,494+43.1% |
| Participation rate | 65.0% | 75.0%-10.0pp | 82.4%-17.4pp | 67.9%-2.9pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,290 | $3,381-61.8% | $4,814-73.2% | $2,596-50.3% |
| Participant deferral / active EE | $2,620 | $6,110-57.1% | $7,446-64.8% | $4,027-34.9% |
| Admin fee / account holder | $2,046 | $6,275-67.4% | $10,010-79.6% | $5,403-62.1% |