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 | $141,148 | $59,805+136.0% | $79,550+77.4% | $68,494+106.1% |
| Participation rate | 39.1% | 61.1%-21.9pp | 69.5%-30.4pp | 67.9%-28.8pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,205 | $1,505-19.9% | $2,413-50.1% | $2,596-53.6% |
| Participant deferral / active EE | $4,229 | $3,024+39.8% | $3,985+6.1% | $4,027+5.0% |
| Admin fee / account holder | $5,031 | $4,835+4.1% | $6,832-26.4% | $5,403-6.9% |