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 | $105,029 | $72,404+45.1% | $110,238-4.7% | $64,186+63.6% |
| Participation rate | 46.9% | 73.3%-26.5pp | 79.8%-32.9pp | 69.6%-22.7pp |
| Annual return | -5.67% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,363 | $2,282-40.3% | $3,826-64.4% | $2,381-42.7% |
| Participant deferral / active EE | $2,612 | $3,469-24.7% | $4,672-44.1% | $3,470-24.7% |
| Admin fee / account holder | $590 | $5,664-89.6% | $8,547-93.1% | $4,888-87.9% |