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 9-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 | $95,399 | $48,265+97.7% | $68,791+38.7% | $68,494+39.3% |
| Participation rate | 47.4% | 60.7%-13.3pp | 69.0%-21.7pp | 67.9%-20.5pp |
| Annual return | -15.83% | -12.71%-3.1pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,880 | $1,829+2.8% | $2,655-29.2% | $2,596-27.6% |
| Participant deferral / active EE | $1,837 | $2,867-35.9% | $3,941-53.4% | $4,027-54.4% |
| Admin fee / account holder | $8,229 | $4,355+88.9% | $4,932+66.9% | $5,403+52.3% |