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 | $153,381 | $71,883+113.4% | $86,677+77.0% | $68,494+123.9% |
| Participation rate | 55.2% | 72.2%-17.0pp | 76.6%-21.4pp | 67.9%-12.7pp |
| Annual return | -16.34% | 3.52%-19.9pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,408 | $2,173+56.9% | $2,836+20.2% | $2,596+31.3% |
| Participant deferral / active EE | $4,853 | $3,779+28.4% | $4,656+4.2% | $4,027+20.5% |
| Admin fee / account holder | $8,279 | $6,112+35.5% | $7,493+10.5% | $5,403+53.2% |