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 9-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 | $102,209 | $93,024+9.9% | $77,024+32.7% | $134,475-24.0% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -11.76% | 62.60%-74.4pp | 42.32%-54.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,149 | $3,418-66.4% | $2,812-59.2% | $4,740-75.8% |
| Participant deferral / active EE | $7,349 | $5,238+40.3% | $4,426+66.0% | $6,400+14.8% |
| Admin fee / account holder | $5,407 | $6,944-22.1% | $5,425-0.3% | $11,426-52.7% |