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 | $125,626 | $211,958-40.7% | $169,463-25.9% | $135,375-7.2% |
| Participation rate | 28.6% | 82.6%-54.1pp | 77.8%-49.2pp | 82.6%-54.1pp |
| Annual return | -2.62% | 3.26%-5.9pp | 1.83%-4.5pp | 519.73%-522.4pp |
| Employer contribution / active EE | $731 | $5,120-85.7% | $4,159-82.4% | $4,779-84.7% |
| Participant deferral / active EE | $1,114 | $6,075-81.7% | $5,277-78.9% | $5,609-80.1% |
| Admin fee / account holder | $536 | $11,471-95.3% | $9,109-94.1% | $10,827-95.0% |