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 | $207,050 | $107,791+92.1% | $90,645+128.4% | $135,375+52.9% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.0%-15.7pp | 82.6%-24.3pp |
| Annual return | -7.01% | -0.90%-6.1pp | 1.88%-8.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,553 | $3,018-48.5% | $2,532-38.7% | $4,779-67.5% |
| Participant deferral / active EE | $3,749 | $3,872-3.2% | $3,425+9.5% | $5,609-33.2% |
| Admin fee / account holder | $3,211 | $5,930-45.9% | $4,994-35.7% | $10,827-70.3% |