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 | $166,102 | $59,805+177.7% | $79,550+108.8% | $68,494+142.5% |
| Participation rate | 45.1% | 61.1%-15.9pp | 69.5%-24.4pp | 67.9%-22.8pp |
| Annual return | -17.73% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $930 | $1,505-38.2% | $2,413-61.4% | $2,596-64.2% |
| Participant deferral / active EE | $4,438 | $3,024+46.7% | $3,985+11.4% | $4,027+10.2% |
| Admin fee / account holder | $3,023 | $4,835-37.5% | $6,832-55.8% | $5,403-44.1% |