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 | $153,287 | $85,790+78.7% | $67,313+127.7% | $135,375+13.2% |
| Participation rate | 52.2% | 76.5%-24.3pp | 69.1%-16.9pp | 82.6%-30.5pp |
| Annual return | -3.42% | -0.54%-2.9pp | -4.08%+0.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,220 | $3,487-36.3% | $2,566-13.5% | $4,779-53.5% |
| Participant deferral / active EE | $5,886 | $4,651+26.6% | $3,568+65.0% | $5,609+4.9% |
| Admin fee / account holder | $3,072 | $6,392-51.9% | $4,507-31.8% | $10,827-71.6% |