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 | $98,437 | $53,162+85.2% | $91,220+7.9% | $68,494+43.7% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | -15.26% | -3.14%-12.1pp | 114.01%-129.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,074 | $1,709-37.2% | $2,850-62.3% | $2,596-58.6% |
| Participant deferral / active EE | $2,905 | $2,974-2.3% | $4,234-31.4% | $4,027-27.9% |
| Admin fee / account holder | $1,775 | $4,493-60.5% | $5,420-67.3% | $5,403-67.2% |