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 | $112,045 | $95,193+17.7% | $76,523+46.4% | $135,375-17.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -9.37% | 4.85%-14.2pp | -0.27%-9.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,792 | $3,302+45.1% | $2,647+81.0% | $4,779+0.3% |
| Participant deferral / active EE | $8,446 | $4,639+82.0% | $3,835+120.2% | $5,609+50.6% |
| Admin fee / account holder | $538 | $6,249-91.4% | $4,848-88.9% | $10,827-95.0% |