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 | $215,324 | $133,958+60.7% | $112,228+91.9% | $134,475+60.1% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -18.69% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,139 | $4,038-71.8% | $3,635-68.7% | $4,740-76.0% |
| Participant deferral / active EE | $6,628 | $5,291+25.3% | $4,728+40.2% | $6,400+3.6% |
| Admin fee / account holder | $1,979 | $7,489-73.6% | $6,410-69.1% | $11,426-82.7% |