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 | $68,607 | $71,883-4.6% | $86,677-20.8% | $68,494+0.2% |
| Participation rate | 67.5% | 72.2%-4.7pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -16.22% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,686 | $2,173+69.7% | $2,836+30.0% | $2,596+42.0% |
| Participant deferral / active EE | $6,125 | $3,779+62.1% | $4,656+31.6% | $4,027+52.1% |
| Admin fee / account holder | $5,858 | $6,112-4.2% | $7,493-21.8% | $5,403+8.4% |