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 | $166,798 | $93,024+79.3% | $77,024+116.6% | $134,475+24.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -10.10% | 62.60%-72.7pp | 42.32%-52.4pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,258 | $3,418-63.2% | $2,812-55.3% | $4,740-73.5% |
| Participant deferral / active EE | $5,718 | $5,238+9.2% | $4,426+29.2% | $6,400-10.7% |
| Admin fee / account holder | $805 | $6,944-88.4% | $5,425-85.2% | $11,426-93.0% |