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 | $79,321 | $76,000+4.4% | $154,107-48.5% | $64,186+23.6% |
| Participation rate | 66.0% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.6pp |
| Annual return | -6.94% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $666 | $3,351-80.1% | $5,298-87.4% | $2,381-72.0% |
| Participant deferral / active EE | $3,617 | $3,175+13.9% | $5,081-28.8% | $3,470+4.3% |
| Admin fee / account holder | $3,054 | $5,596-45.4% | $13,411-77.2% | $4,888-37.5% |