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 | $141,321 | $64,707+118.4% | $112,228+25.9% | $68,494+106.3% |
| Participation rate | 28.7% | 67.2%-38.4pp | 75.1%-46.3pp | 67.9%-39.1pp |
| Annual return | -12.21% | -11.40%-0.8pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $4,685 | $2,746+70.6% | $3,635+28.9% | $2,596+80.4% |
| Participant deferral / active EE | $1,941 | $3,565-45.6% | $4,728-59.0% | $4,027-51.8% |
| Admin fee / account holder | $11,063 | $5,232+111.4% | $6,410+72.6% | $5,403+104.8% |