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 | $153,366 | $45,863+234.4% | $77,024+99.1% | $68,494+123.9% |
| Participation rate | 56.3% | 55.9%+0.3pp | 67.9%-11.7pp | 67.9%-11.6pp |
| Annual return | -15.78% | 1.72%-17.5pp | 42.32%-58.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,794 | $1,650+8.8% | $2,812-36.2% | $2,596-30.9% |
| Participant deferral / active EE | $3,175 | $2,962+7.2% | $4,426-28.3% | $4,027-21.2% |
| Admin fee / account holder | $634 | $3,041-79.1% | $5,425-88.3% | $5,403-88.3% |