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 | $71,292 | $59,805+19.2% | $79,550-10.4% | $68,494+4.1% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.5%-1.9pp | 67.9%-0.3pp |
| Annual return | -15.52% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,811 | $1,505+20.3% | $2,413-25.0% | $2,596-30.3% |
| Participant deferral / active EE | $4,116 | $3,024+36.1% | $3,985+3.3% | $4,027+2.2% |
| Admin fee / account holder | $2,171 | $4,835-55.1% | $6,832-68.2% | $5,403-59.8% |