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 | $217,426 | $45,863+374.1% | $77,024+182.3% | $68,494+217.4% |
| Participation rate | 21.1% | 55.9%-34.9pp | 67.9%-46.9pp | 67.9%-46.8pp |
| Annual return | -16.18% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $578 | $1,650-65.0% | $2,812-79.4% | $2,596-77.7% |
| Participant deferral / active EE | $1,506 | $2,962-49.2% | $4,426-66.0% | $4,027-62.6% |
| Admin fee / account holder | $34,417 | $3,041+1031.9% | $5,425+534.4% | $5,403+537.0% |