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 | $161,667 | $77,976+107.3% | $81,367+98.7% | $125,391+28.9% |
| Participation rate | 20.0% | 83.3%-63.3pp | 82.3%-62.3pp | 83.2%-63.2pp |
| Annual return | 0.29% | -2.85%+3.1pp | -0.92%+1.2pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,319 | $4,366-69.8% | $3,930-66.4% | $4,866-72.9% |
| Participant deferral / active EE | $4,800 | $5,646-15.0% | $5,383-10.8% | $5,352-10.3% |
| Admin fee / account holder | $892 | $12,476-92.9% | $8,926-90.0% | $9,540-90.7% |