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 | $71,387 | $50,958+40.1% | $74,550-4.2% | $64,186+11.2% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -4.79% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,132 | $1,115+1.5% | $1,961-42.3% | $2,381-52.5% |
| Participant deferral / active EE | $3,098 | $2,301+34.6% | $3,108-0.3% | $3,470-10.7% |
| Admin fee / account holder | $8,275 | $4,223+96.0% | $5,060+63.6% | $4,888+69.3% |