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 | $81,129 | $76,000+6.7% | $154,107-47.4% | $64,186+26.4% |
| Participation rate | 52.6% | 70.4%-17.8pp | 83.0%-30.4pp | 69.6%-16.9pp |
| Annual return | -4.73% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $963 | $3,351-71.3% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $3,034 | $3,175-4.5% | $5,081-40.3% | $3,470-12.6% |
| Admin fee / account holder | $502 | $5,596-91.0% | $13,411-96.3% | $4,888-89.7% |