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 | $101,639 | $95,862+6.0% | $79,550+27.8% | $134,475-24.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | 23.28% | -2.69%+26.0pp | 0.16%+23.1pp | 417.96%-394.7pp |
| Employer contribution / active EE | $1,954 | $3,128-37.5% | $2,413-19.0% | $4,740-58.8% |
| Participant deferral / active EE | $5,447 | $4,693+16.1% | $3,985+36.7% | $6,400-14.9% |
| Admin fee / account holder | $399 | $9,126-95.6% | $6,832-94.2% | $11,426-96.5% |