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 | $152,728 | $64,707+136.0% | $112,228+36.1% | $68,494+123.0% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -7.32% | -11.40%+4.1pp | 27.45%-34.8pp | -7.84%+0.5pp |
| Employer contribution / active EE | $8,002 | $2,746+191.4% | $3,635+120.2% | $2,596+208.2% |
| Participant deferral / active EE | $1,733 | $3,565-51.4% | $4,728-63.3% | $4,027-57.0% |
| Admin fee / account holder | $2,465 | $5,232-52.9% | $6,410-61.5% | $5,403-54.4% |