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 | $61,783 | $54,350+13.7% | $82,719-25.3% | $68,494-9.8% |
| Participation rate | 55.4% | 63.9%-8.5pp | 72.6%-17.1pp | 67.9%-12.5pp |
| Annual return | -16.52% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,755 | $2,218-20.9% | $3,009-41.7% | $2,596-32.4% |
| Participant deferral / active EE | $3,407 | $3,246+5.0% | $4,395-22.5% | $4,027-15.4% |
| Admin fee / account holder | $6,762 | $4,395+53.8% | $5,329+26.9% | $5,403+25.2% |