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 | $102,433 | $77,813+31.6% | $123,544-17.1% | $64,186+59.6% |
| Participation rate | 60.3% | 74.7%-14.4pp | 82.3%-22.0pp | 69.6%-9.3pp |
| Annual return | -7.36% | 12.48%-19.8pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,647 | $3,014-12.2% | $4,628-42.8% | $2,381+11.2% |
| Participant deferral / active EE | $4,975 | $5,240-5.1% | $6,426-22.6% | $3,470+43.4% |
| Admin fee / account holder | $3,345 | $5,519-39.4% | $9,284-64.0% | $4,888-31.6% |