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 | $188,105 | $133,958+40.4% | $112,228+67.6% | $134,475+39.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.32% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,815 | $4,038-30.3% | $3,635-22.5% | $4,740-40.6% |
| Participant deferral / active EE | $5,307 | $5,291+0.3% | $4,728+12.2% | $6,400-17.1% |
| Admin fee / account holder | $12,468 | $7,489+66.5% | $6,410+94.5% | $11,426+9.1% |