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 | $228,931 | $95,193+140.5% | $76,523+199.2% | $135,375+69.1% |
| Participation rate | 35.7% | 74.4%-38.7pp | 68.0%-32.3pp | 82.6%-46.9pp |
| Annual return | -8.05% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,562 | $3,302-52.7% | $2,647-41.0% | $4,779-67.3% |
| Participant deferral / active EE | $1,891 | $4,639-59.2% | $3,835-50.7% | $5,609-66.3% |
| Admin fee / account holder | $4,942 | $6,249-20.9% | $4,848+1.9% | $10,827-54.4% |