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 | $74,676 | $81,900-8.8% | $119,609-37.6% | $68,494+9.0% |
| Participation rate | 65.4% | 71.9%-6.5pp | 79.3%-13.9pp | 67.9%-2.5pp |
| Annual return | -17.35% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,891 | $2,693-29.8% | $4,232-55.3% | $2,596-27.2% |
| Participant deferral / active EE | $4,333 | $4,148+4.5% | $5,602-22.6% | $4,027+7.6% |
| Admin fee / account holder | $7,463 | $6,582+13.4% | $10,323-27.7% | $5,403+38.1% |