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 | $191,655 | $211,958-9.6% | $169,463+13.1% | $135,375+41.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.20% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,782 | $5,120-26.1% | $4,159-9.1% | $4,779-20.9% |
| Participant deferral / active EE | $6,000 | $6,075-1.2% | $5,277+13.7% | $5,609+7.0% |
| Admin fee / account holder | $1,772 | $11,471-84.6% | $9,109-80.5% | $10,827-83.6% |