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 | $73,547 | $85,790-14.3% | $67,313+9.3% | $135,375-45.7% |
| Participation rate | 40.9% | 76.5%-35.6pp | 69.1%-28.2pp | 82.6%-41.7pp |
| Annual return | -7.55% | -0.54%-7.0pp | -4.08%-3.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $865 | $3,487-75.2% | $2,566-66.3% | $4,779-81.9% |
| Participant deferral / active EE | $2,599 | $4,651-44.1% | $3,568-27.2% | $5,609-53.7% |
| Admin fee / account holder | $352 | $6,392-94.5% | $4,507-92.2% | $10,827-96.8% |