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 | $202,337 | $85,790+135.9% | $67,313+200.6% | $135,375+49.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.56% | -0.54%-5.0pp | -4.08%-1.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $886 | $3,487-74.6% | $2,566-65.5% | $4,779-81.5% |
| Participant deferral / active EE | $4,079 | $4,651-12.3% | $3,568+14.3% | $5,609-27.3% |
| Admin fee / account holder | $19,138 | $6,392+199.4% | $4,507+324.7% | $10,827+76.8% |