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 | $232,776 | $93,024+150.2% | $77,024+202.2% | $134,475+73.1% |
| Participation rate | 61.5% | 74.5%-12.9pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -16.75% | 62.60%-79.3pp | 42.32%-59.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,215 | $3,418-64.4% | $2,812-56.8% | $4,740-74.4% |
| Participant deferral / active EE | $2,996 | $5,238-42.8% | $4,426-32.3% | $6,400-53.2% |
| Admin fee / account holder | $6,667 | $6,944-4.0% | $5,425+22.9% | $11,426-41.6% |