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 | $101,394 | $69,010+46.9% | $159,960-36.6% | $68,494+48.0% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.4pp | 67.9%-8.4pp |
| Annual return | -18.80% | -9.65%-9.2pp | 408.60%-427.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,473 | $2,213-33.4% | $4,226-65.1% | $2,596-43.3% |
| Participant deferral / active EE | $3,489 | $4,212-17.2% | $6,182-43.6% | $4,027-13.4% |
| Admin fee / account holder | $1,342 | $4,798-72.0% | $8,698-84.6% | $5,403-75.2% |