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 | $73,869 | $53,162+39.0% | $91,220-19.0% | $68,494+7.8% |
| Participation rate | 62.5% | 63.2%-0.7pp | 73.2%-10.7pp | 67.9%-5.4pp |
| Annual return | -11.81% | -3.14%-8.7pp | 114.01%-125.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,963 | $1,709+14.8% | $2,850-31.1% | $2,596-24.4% |
| Participant deferral / active EE | $4,252 | $2,974+43.0% | $4,234+0.4% | $4,027+5.6% |
| Admin fee / account holder | $5,295 | $4,493+17.8% | $5,420-2.3% | $5,403-2.0% |