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 | $189,190 | $99,032+91.0% | $80,019+136.4% | $135,375+39.8% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -5.33% | 15.39%-20.7pp | 11.22%-16.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,546 | $3,043-49.2% | $2,468-37.4% | $4,779-67.7% |
| Participant deferral / active EE | $5,818 | $4,282+35.9% | $3,686+57.9% | $5,609+3.7% |
| Admin fee / account holder | $671 | $10,436-93.6% | $6,521-89.7% | $10,827-93.8% |