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 | $118,447 | $127,100-6.8% | $105,738+12.0% | $135,375-12.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -7.15% | 4.49%-11.6pp | 6.27%-13.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,907 | $4,107-53.6% | $3,268-41.7% | $4,779-60.1% |
| Participant deferral / active EE | $8,376 | $5,064+65.4% | $4,080+105.3% | $5,609+49.3% |
| Admin fee / account holder | $5,506 | $9,087-39.4% | $6,913-20.4% | $10,827-49.1% |