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 | $109,562 | $97,044+12.9% | $83,333+31.5% | $135,375-19.1% |
| Participation rate | 53.8% | 80.4%-26.6pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -8.47% | 12.31%-20.8pp | 10.63%-19.1pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,353 | $4,143-67.3% | $3,379-59.9% | $4,779-71.7% |
| Participant deferral / active EE | $5,995 | $5,964+0.5% | $5,565+7.7% | $5,609+6.9% |
| Admin fee / account holder | $1,154 | $8,380-86.2% | $7,510-84.6% | $10,827-89.3% |