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 | $144,490 | $54,350+165.9% | $82,719+74.7% | $68,494+111.0% |
| Participation rate | 29.1% | 63.9%-34.8pp | 72.6%-43.4pp | 67.9%-38.8pp |
| Annual return | -18.86% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $986 | $2,218-55.5% | $3,009-67.2% | $2,596-62.0% |
| Participant deferral / active EE | $2,079 | $3,246-36.0% | $4,395-52.7% | $4,027-48.4% |
| Admin fee / account holder | $1,638 | $4,395-62.7% | $5,329-69.3% | $5,403-69.7% |