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 | $64,549 | $27,641+133.5% | $61,373+5.2% | $68,494-5.8% |
| Participation rate | 52.7% | 39.5%+13.2pp | 52.6%+0.1pp | 67.9%-15.2pp |
| Annual return | -17.10% | -13.24%-3.9pp | 338.61%-355.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $863 | $695+24.1% | $1,159-25.5% | $2,596-66.7% |
| Participant deferral / active EE | $2,061 | $1,263+63.2% | $2,125-3.0% | $4,027-48.8% |
| Admin fee / account holder | $495 | $2,010-75.4% | $2,130-76.8% | $5,403-90.8% |