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 | $98,303 | $133,958-26.6% | $112,228-12.4% | $134,475-26.9% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 81.2%-16.2pp |
| Annual return | -15.61% | 47.11%-62.7pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,144 | $4,038-46.9% | $3,635-41.0% | $4,740-54.8% |
| Participant deferral / active EE | $5,324 | $5,291+0.6% | $4,728+12.6% | $6,400-16.8% |
| Admin fee / account holder | $5,238 | $7,489-30.1% | $6,410-18.3% | $11,426-54.2% |