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 | $96,590 | $100,754-4.1% | $86,677+11.4% | $134,475-28.2% |
| Participation rate | 54.5% | 78.9%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -16.81% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,577 | $3,489-54.8% | $2,836-44.4% | $4,740-66.7% |
| Participant deferral / active EE | $3,490 | $5,338-34.6% | $4,656-25.0% | $6,400-45.5% |
| Admin fee / account holder | $909 | $10,926-91.7% | $7,493-87.9% | $11,426-92.0% |