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 | $84,382 | $82,664+2.1% | $125,339-32.7% | $68,494+23.2% |
| Participation rate | 51.7% | 75.0%-23.3pp | 82.4%-30.6pp | 67.9%-16.2pp |
| Annual return | -14.18% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,722 | $3,381-49.1% | $4,814-64.2% | $2,596-33.7% |
| Participant deferral / active EE | $5,084 | $6,110-16.8% | $7,446-31.7% | $4,027+26.2% |
| Admin fee / account holder | $4,951 | $6,275-21.1% | $10,010-50.5% | $5,403-8.4% |