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 | $180,170 | $129,942+38.7% | $104,294+72.8% | $134,475+34.0% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -13.18% | 42.03%-55.2pp | 24.61%-37.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,615 | $4,184-13.6% | $3,372+7.2% | $4,740-23.7% |
| Participant deferral / active EE | $5,074 | $5,588-9.2% | $4,625+9.7% | $6,400-20.7% |
| Admin fee / account holder | $2,777 | $9,323-70.2% | $7,339-62.2% | $11,426-75.7% |