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 | $50,530 | $107,791-53.1% | $90,645-44.3% | $135,375-62.7% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.0%-10.4pp | 82.6%-19.0pp |
| Annual return | -2.62% | -0.90%-1.7pp | 1.88%-4.5pp | 519.73%-522.4pp |
| Employer contribution / active EE | $10,117 | $3,018+235.2% | $2,532+299.6% | $4,779+111.7% |
| Participant deferral / active EE | $8,020 | $3,872+107.1% | $3,425+134.2% | $5,609+43.0% |
| Admin fee / account holder | $9,999 | $5,930+68.6% | $4,994+100.2% | $10,827-7.7% |