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 | $69,834 | $71,883-2.9% | $86,677-19.4% | $68,494+2.0% |
| Participation rate | 54.2% | 72.2%-18.1pp | 76.6%-22.4pp | 67.9%-13.7pp |
| Annual return | -15.71% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,637 | $2,173-24.7% | $2,836-42.3% | $2,596-36.9% |
| Participant deferral / active EE | $3,546 | $3,779-6.2% | $4,656-23.8% | $4,027-12.0% |
| Admin fee / account holder | $1,653 | $6,112-73.0% | $7,493-77.9% | $5,403-69.4% |