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 | $89,444 | $91,911-2.7% | $68,793+30.0% | $135,375-33.9% |
| Participation rate | 61.9% | 76.7%-14.8pp | 72.2%-10.3pp | 82.6%-20.7pp |
| Annual return | -6.42% | -8.22%+1.8pp | -4.63%-1.8pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,287 | $3,924-67.2% | $2,625-51.0% | $4,779-73.1% |
| Participant deferral / active EE | $1,889 | $4,315-56.2% | $3,311-42.9% | $5,609-66.3% |
| Admin fee / account holder | $1,457 | $9,240-84.2% | $5,131-71.6% | $10,827-86.5% |