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 | $84,965 | $99,032-14.2% | $80,019+6.2% | $135,375-37.2% |
| Participation rate | 53.3% | 78.4%-25.0pp | 75.8%-22.5pp | 82.6%-29.3pp |
| Annual return | -6.60% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,672 | $4,282-61.0% | $3,686-54.6% | $5,609-70.2% |
| Admin fee / account holder | $11,098 | $10,436+6.3% | $6,521+70.2% | $10,827+2.5% |