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 | $90,142 | $158,817-43.2% | $121,196-25.6% | $135,375-33.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.7%-14.6pp | 82.6%-25.5pp |
| Annual return | 6.19% | -0.64%+6.8pp | 16.93%-10.7pp | 519.73%-513.5pp |
| Employer contribution / active EE | $1,043 | $5,665-81.6% | $4,022-74.1% | $4,779-78.2% |
| Participant deferral / active EE | $8,060 | $4,005+101.3% | $3,344+141.0% | $5,609+43.7% |
| Admin fee / account holder | $18,102 | $6,512+178.0% | $5,019+260.7% | $10,827+67.2% |