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 | $129,079 | $48,265+167.4% | $68,791+87.6% | $68,494+88.5% |
| Participation rate | 58.1% | 60.7%-2.6pp | 69.0%-11.0pp | 67.9%-9.8pp |
| Annual return | -17.23% | -12.71%-4.5pp | -6.38%-10.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $627 | $1,829-65.7% | $2,655-76.4% | $2,596-75.9% |
| Participant deferral / active EE | $2,831 | $2,867-1.2% | $3,941-28.2% | $4,027-29.7% |
| Admin fee / account holder | $6,115 | $4,355+40.4% | $4,932+24.0% | $5,403+13.2% |