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 9-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 | $125,904 | $64,707+94.6% | $112,228+12.2% | $68,494+83.8% |
| Participation rate | 34.6% | 67.2%-32.5pp | 75.1%-40.4pp | 67.9%-33.3pp |
| Annual return | -10.63% | -11.40%+0.8pp | 27.45%-38.1pp | -7.84%-2.8pp |
| Employer contribution / active EE | $3,594 | $2,746+30.9% | $3,635-1.1% | $2,596+38.4% |
| Participant deferral / active EE | $2,777 | $3,565-22.1% | $4,728-41.3% | $4,027-31.0% |
| Admin fee / account holder | $2,342 | $5,232-55.2% | $6,410-63.5% | $5,403-56.6% |