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 | $82,143 | $82,664-0.6% | $125,339-34.5% | $68,494+19.9% |
| Participation rate | 64.2% | 75.0%-10.9pp | 82.4%-18.2pp | 67.9%-3.7pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $960 | $3,381-71.6% | $4,814-80.0% | $2,596-63.0% |
| Participant deferral / active EE | $7,078 | $6,110+15.8% | $7,446-4.9% | $4,027+75.8% |
| Admin fee / account holder | $479 | $6,275-92.4% | $10,010-95.2% | $5,403-91.1% |