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 8-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 | $106,740 | $59,805+78.5% | $79,550+34.2% | $68,494+55.8% |
| Participation rate | 51.0% | 61.1%-10.0pp | 69.5%-18.5pp | 67.9%-16.9pp |
| Annual return | -15.34% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,293 | $1,505+52.3% | $2,413-5.0% | $2,596-11.7% |
| Participant deferral / active EE | $5,348 | $3,024+76.8% | $3,985+34.2% | $4,027+32.8% |
| Admin fee / account holder | $1,125 | $4,835-76.7% | $6,832-83.5% | $5,403-79.2% |