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 7-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 | $112,627 | $95,862+17.5% | $79,550+41.6% | $134,475-16.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 69.5%-22.8pp | 81.2%-34.6pp |
| Annual return | -18.09% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $804 | $3,128-74.3% | $2,413-66.7% | $4,740-83.0% |
| Participant deferral / active EE | $4,475 | $4,693-4.6% | $3,985+12.3% | $6,400-30.1% |
| Admin fee / account holder | $1,918 | $9,126-79.0% | $6,832-71.9% | $11,426-83.2% |