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 | $102,736 | $82,664+24.3% | $125,339-18.0% | $68,494+50.0% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,372 | $3,381+29.3% | $4,814-9.2% | $2,596+68.4% |
| Participant deferral / active EE | $8,791 | $6,110+43.9% | $7,446+18.1% | $4,027+118.3% |
| Admin fee / account holder | $10,075 | $6,275+60.5% | $10,010+0.7% | $5,403+86.5% |