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 | $132,798 | $95,862+38.5% | $79,550+66.9% | $134,475-1.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -16.10% | -2.69%-13.4pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,728 | $3,128-44.8% | $2,413-28.4% | $4,740-63.6% |
| Participant deferral / active EE | $3,455 | $4,693-26.4% | $3,985-13.3% | $6,400-46.0% |
| Admin fee / account holder | $4,181 | $9,126-54.2% | $6,832-38.8% | $11,426-63.4% |