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 | $153,989 | $105,860+45.5% | $90,749+69.7% | $134,475+14.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -17.75% | -11.01%-6.7pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,182 | $3,462-37.0% | $2,921-25.3% | $4,740-54.0% |
| Participant deferral / active EE | $4,555 | $5,216-12.7% | $4,564-0.2% | $6,400-28.8% |
| Admin fee / account holder | $1,325 | $13,938-90.5% | $8,445-84.3% | $11,426-88.4% |