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 | $163,637 | $48,265+239.0% | $68,791+137.9% | $68,494+138.9% |
| Participation rate | 47.1% | 60.7%-13.6pp | 69.0%-22.0pp | 67.9%-20.8pp |
| Annual return | -11.21% | -12.71%+1.5pp | -6.38%-4.8pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,878 | $1,829+2.7% | $2,655-29.3% | $2,596-27.6% |
| Participant deferral / active EE | $3,410 | $2,867+18.9% | $3,941-13.5% | $4,027-15.3% |
| Admin fee / account holder | $12,599 | $4,355+189.3% | $4,932+155.5% | $5,403+133.2% |