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 | $66,904 | $76,000-12.0% | $154,107-56.6% | $64,186+4.2% |
| Participation rate | 59.3% | 70.4%-11.2pp | 83.0%-23.8pp | 69.6%-10.3pp |
| Annual return | -7.57% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,324 | $3,351-60.5% | $5,298-75.0% | $2,381-44.4% |
| Participant deferral / active EE | $2,840 | $3,175-10.6% | $5,081-44.1% | $3,470-18.2% |
| Admin fee / account holder | $642 | $5,596-88.5% | $13,411-95.2% | $4,888-86.9% |