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 | $139,404 | $87,540+59.2% | $75,781+84.0% | $125,391+11.2% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -1.94% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,087 | $3,930-72.3% | $3,323-67.3% | $4,866-77.7% |
| Participant deferral / active EE | $6,010 | $4,229+42.1% | $3,651+64.6% | $5,352+12.3% |
| Admin fee / account holder | $6,523 | $6,502+0.3% | $5,299+23.1% | $9,540-31.6% |