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 | $75,516 | $57,354+31.7% | $83,848-9.9% | $64,186+17.7% |
| Participation rate | 51.7% | 68.6%-16.9pp | 76.1%-24.4pp | 69.6%-17.8pp |
| Annual return | -8.44% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,653 | $2,545-35.1% | $3,631-54.5% | $2,381-30.6% |
| Participant deferral / active EE | $4,489 | $2,993+50.0% | $4,082+10.0% | $3,470+29.4% |
| Admin fee / account holder | $830 | $4,046-79.5% | $5,478-84.9% | $4,888-83.0% |