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 | $144,672 | $211,958-31.7% | $169,463-14.6% | $135,375+6.9% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -3.39% | 3.26%-6.7pp | 1.83%-5.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,264 | $5,120-55.8% | $4,159-45.6% | $4,779-52.6% |
| Participant deferral / active EE | $7,484 | $6,075+23.2% | $5,277+41.8% | $5,609+33.4% |
| Admin fee / account holder | $39,099 | $11,471+240.9% | $9,109+329.2% | $10,827+261.1% |