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 | $111,456 | $45,863+143.0% | $77,024+44.7% | $68,494+62.7% |
| Participation rate | 42.5% | 55.9%-13.4pp | 67.9%-25.4pp | 67.9%-25.4pp |
| Annual return | -15.45% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $645 | $1,650-60.9% | $2,812-77.1% | $2,596-75.2% |
| Participant deferral / active EE | $3,016 | $2,962+1.8% | $4,426-31.9% | $4,027-25.1% |
| Admin fee / account holder | $3,640 | $3,041+19.7% | $5,425-32.9% | $5,403-32.6% |