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 | $207,349 | $140,588+47.5% | $123,104+68.4% | $125,391+65.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -1.23% | 16.80%-18.0pp | 13.22%-14.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,613 | $6,041-56.7% | $5,151-49.3% | $4,866-46.3% |
| Participant deferral / active EE | $12,682 | $6,980+81.7% | $6,230+103.6% | $5,352+137.0% |
| Admin fee / account holder | $900 | $11,198-92.0% | $9,015-90.0% | $9,540-90.6% |