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 | $109,486 | $97,044+12.8% | $83,333+31.4% | $135,375-19.1% |
| Participation rate | 30.8% | 80.4%-49.6pp | 77.8%-47.0pp | 82.6%-51.9pp |
| Annual return | -6.30% | 12.31%-18.6pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $904 | $4,143-78.2% | $3,379-73.2% | $4,779-81.1% |
| Participant deferral / active EE | $3,291 | $5,964-44.8% | $5,565-40.9% | $5,609-41.3% |
| Admin fee / account holder | $1,080 | $8,380-87.1% | $7,510-85.6% | $10,827-90.0% |