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 | $189,611 | $56,357+236.4% | $104,294+81.8% | $68,494+176.8% |
| Participation rate | 64.0% | 63.3%+0.7pp | 73.3%-9.3pp | 67.9%-3.9pp |
| Annual return | -18.72% | -9.19%-9.5pp | 24.61%-43.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,781 | $3,077+185.4% | $4,625+89.9% | $4,027+118.0% |
| Admin fee / account holder | $955 | $4,903-80.5% | $7,339-87.0% | $5,403-82.3% |