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 | $82,578 | $97,044-14.9% | $83,333-0.9% | $135,375-39.0% |
| Participation rate | 53.3% | 80.4%-27.1pp | 77.8%-24.4pp | 82.6%-29.3pp |
| Annual return | -5.69% | 12.31%-18.0pp | 10.63%-16.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,171 | $4,143+0.7% | $3,379+23.4% | $4,779-12.7% |
| Participant deferral / active EE | $7,773 | $5,964+30.3% | $5,565+39.7% | $5,609+38.6% |
| Admin fee / account holder | $2,337 | $8,380-72.1% | $7,510-68.9% | $10,827-78.4% |