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 | $158,406 | $100,754+57.2% | $86,677+82.8% | $134,475+17.8% |
| Participation rate | 47.8% | 78.9%-31.1pp | 76.6%-28.7pp | 81.2%-33.4pp |
| Annual return | -12.68% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,348 | $5,338-56.0% | $4,656-49.6% | $6,400-63.3% |
| Admin fee / account holder | $51,117 | $10,926+367.8% | $7,493+582.2% | $11,426+347.4% |