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 | $224,186 | $81,900+173.7% | $119,609+87.4% | $68,494+227.3% |
| Participation rate | 46.9% | 71.9%-25.0pp | 79.3%-32.4pp | 67.9%-21.0pp |
| Annual return | -13.86% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,481 | $2,693-45.0% | $4,232-65.0% | $2,596-43.0% |
| Participant deferral / active EE | $2,955 | $4,148-28.8% | $5,602-47.3% | $4,027-26.6% |
| Admin fee / account holder | $3,506 | $6,582-46.7% | $10,323-66.0% | $5,403-35.1% |