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 | $71,701 | $64,119+11.8% | $112,228-36.1% | $66,914+7.2% |
| Participation rate | 28.5% | 68.5%-40.0pp | 75.1%-46.6pp | 69.8%-41.3pp |
| Annual return | -16.54% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,050 | $3,005-65.1% | $3,635-71.1% | $2,544-58.7% |
| Participant deferral / active EE | $1,680 | $3,693-54.5% | $4,728-64.5% | $4,237-60.4% |
| Admin fee / account holder | $578 | $625-7.6% | $6,410-91.0% | $593-2.6% |