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 | $210,189 | $133,958+56.9% | $112,228+87.3% | $134,475+56.3% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -20.30% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,587 | $4,038-60.7% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $6,081 | $5,291+14.9% | $4,728+28.6% | $6,400-5.0% |
| Admin fee / account holder | $17,559 | $7,489+134.5% | $6,410+173.9% | $11,426+53.7% |