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 | $198,382 | $59,805+231.7% | $79,550+149.4% | $68,494+189.6% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.5%-1.5pp | 67.9%+0.1pp |
| Annual return | -8.00% | -12.30%+4.3pp | 0.16%-8.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,707 | $1,505+79.8% | $2,413+12.2% | $2,596+4.2% |
| Participant deferral / active EE | $5,912 | $3,024+95.5% | $3,985+48.4% | $4,027+46.8% |
| Admin fee / account holder | $658 | $4,835-86.4% | $6,832-90.4% | $5,403-87.8% |