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 9-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 | $73,539 | $82,664-11.0% | $125,339-41.3% | $68,494+7.4% |
| Participation rate | 67.3% | 75.0%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,747 | $3,381+10.8% | $4,814-22.2% | $2,596+44.3% |
| Participant deferral / active EE | $4,208 | $6,110-31.1% | $7,446-43.5% | $4,027+4.5% |
| Admin fee / account holder | $2,999 | $6,275-52.2% | $10,010-70.0% | $5,403-44.5% |