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 | $172,226 | $127,386+35.2% | $115,037+49.7% | $125,391+37.4% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -0.17% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,129 | $5,166-58.8% | $4,608-53.8% | $4,866-56.2% |
| Participant deferral / active EE | $5,314 | $6,423-17.3% | $6,026-11.8% | $5,352-0.7% |
| Admin fee / account holder | $8,302 | $9,516-12.8% | $8,175+1.6% | $9,540-13.0% |