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 | $98,166 | $57,354+71.2% | $83,848+17.1% | $64,186+52.9% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -6.89% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,879 | $2,545-26.2% | $3,631-48.3% | $2,381-21.1% |
| Participant deferral / active EE | $4,563 | $2,993+52.5% | $4,082+11.8% | $3,470+31.5% |
| Admin fee / account holder | $1,021 | $4,046-74.8% | $5,478-81.4% | $4,888-79.1% |