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 | $103,981 | $93,024+11.8% | $77,024+35.0% | $134,475-22.7% |
| Participation rate | 22.7% | 74.5%-51.8pp | 67.9%-45.2pp | 81.2%-58.5pp |
| Annual return | -6.83% | 62.60%-69.4pp | 42.32%-49.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $477 | $3,418-86.0% | $2,812-83.0% | $4,740-89.9% |
| Participant deferral / active EE | $2,637 | $5,238-49.7% | $4,426-40.4% | $6,400-58.8% |
| Admin fee / account holder | $5,692 | $6,944-18.0% | $5,425+4.9% | $11,426-50.2% |