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 | $144,658 | $54,229+166.8% | $70,092+106.4% | $68,494+111.2% |
| Participation rate | 59.3% | 64.5%-5.2pp | 70.5%-11.2pp | 67.9%-8.6pp |
| Annual return | -18.01% | -13.87%-4.1pp | 190.73%-208.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,973 | $2,018-2.2% | $2,559-22.9% | $2,596-24.0% |
| Participant deferral / active EE | $2,608 | $2,956-11.8% | $3,849-32.2% | $4,027-35.3% |
| Admin fee / account holder | $3,393 | $4,694-27.7% | $6,267-45.9% | $5,403-37.2% |