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 | $135,340 | $131,829+2.7% | $108,579+24.6% | $273,961-50.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 9.85% | -91.57%+101.4pp | -51.70%+61.5pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,756 | $4,912-64.2% | $3,758-53.3% | $4,869-63.9% |
| Participant deferral / active EE | $5,371 | $5,127+4.7% | $4,311+24.6% | $5,287+1.6% |
| Admin fee / account holder | $382 | $10,252-96.3% | $7,645-95.0% | $10,132-96.2% |