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 | $94,522 | $82,286+14.9% | $68,791+37.4% | $134,475-29.7% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -15.42% | -2.19%-13.2pp | -6.38%-9.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,084 | $3,301-67.2% | $2,655-59.2% | $4,740-77.1% |
| Participant deferral / active EE | $3,690 | $4,739-22.1% | $3,941-6.4% | $6,400-42.3% |
| Admin fee / account holder | $4,113 | $6,481-36.5% | $4,932-16.6% | $11,426-64.0% |