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 | $169,624 | $95,862+76.9% | $79,550+113.2% | $134,475+26.1% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -12.73% | -2.69%-10.0pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,174 | $3,128-62.5% | $2,413-51.3% | $4,740-75.2% |
| Participant deferral / active EE | $4,667 | $4,693-0.6% | $3,985+17.1% | $6,400-27.1% |
| Admin fee / account holder | $3,954 | $9,126-56.7% | $6,832-42.1% | $11,426-65.4% |