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 | $90,012 | $133,958-32.8% | $112,228-19.8% | $134,475-33.1% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -13.45% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,540 | $4,038-61.9% | $3,635-57.6% | $4,740-67.5% |
| Participant deferral / active EE | $4,255 | $5,291-19.6% | $4,728-10.0% | $6,400-33.5% |
| Admin fee / account holder | $5,940 | $7,489-20.7% | $6,410-7.3% | $11,426-48.0% |