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 | $68,367 | $211,958-67.7% | $169,463-59.7% | $135,375-49.5% |
| Participation rate | 68.8% | 82.6%-13.9pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -7.50% | 3.26%-10.8pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,526 | $5,120-50.7% | $4,159-39.3% | $4,779-47.1% |
| Participant deferral / active EE | $6,021 | $6,075-0.9% | $5,277+14.1% | $5,609+7.3% |
| Admin fee / account holder | $5,134 | $11,471-55.2% | $9,109-43.6% | $10,827-52.6% |