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 | $199,305 | $142,344+40.0% | $119,609+66.6% | $134,475+48.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -15.57% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,181 | $5,222-58.2% | $4,232-48.5% | $4,740-54.0% |
| Participant deferral / active EE | $9,110 | $6,469+40.8% | $5,602+62.6% | $6,400+42.3% |
| Admin fee / account holder | $3,173 | $13,584-76.6% | $10,323-69.3% | $11,426-72.2% |