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 | $205,006 | $152,509+34.4% | $117,472+74.5% | $134,475+52.4% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -16.99% | 52.99%-70.0pp | 29.74%-46.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $474 | $5,571-91.5% | $4,176-88.7% | $4,740-90.0% |
| Participant deferral / active EE | $1,539 | $4,818-68.1% | $4,070-62.2% | $6,400-75.9% |
| Admin fee / account holder | $4,202 | $7,004-40.0% | $5,645-25.6% | $11,426-63.2% |