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 | $84,966 | $67,331+26.2% | $60,874+39.6% | $134,475-36.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -19.86% | 49.93%-69.8pp | 16.90%-36.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $496 | $3,096-84.0% | $2,701-81.7% | $4,740-89.5% |
| Participant deferral / active EE | $7,529 | $4,538+65.9% | $3,817+97.3% | $6,400+17.6% |
| Admin fee / account holder | $647 | $4,582-85.9% | $3,224-79.9% | $11,426-94.3% |