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 | $216,749 | $92,222+135.0% | $76,768+182.3% | $135,375+60.1% |
| Participation rate | 42.1% | 79.8%-37.7pp | 77.0%-34.9pp | 82.6%-40.5pp |
| Annual return | -7.37% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,049 | $3,216-67.4% | $2,485-57.8% | $4,779-78.0% |
| Participant deferral / active EE | $3,155 | $4,509-30.0% | $3,852-18.1% | $5,609-43.8% |
| Admin fee / account holder | $25,045 | $10,748+133.0% | $6,675+275.2% | $10,827+131.3% |