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 | $69,009 | $64,707+6.6% | $112,228-38.5% | $68,494+0.8% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -13.30% | -11.40%-1.9pp | 27.45%-40.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,627 | $2,746-40.7% | $3,635-55.2% | $2,596-37.3% |
| Participant deferral / active EE | $3,178 | $3,565-10.8% | $4,728-32.8% | $4,027-21.1% |
| Admin fee / account holder | $1,036 | $5,232-80.2% | $6,410-83.8% | $5,403-80.8% |