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 | $61,968 | $56,357+10.0% | $104,294-40.6% | $68,494-9.5% |
| Participation rate | 58.0% | 63.3%-5.3pp | 73.3%-15.3pp | 67.9%-9.9pp |
| Annual return | -17.83% | -9.19%-8.6pp | 24.61%-42.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,661 | $1,960-15.3% | $3,372-50.7% | $2,596-36.0% |
| Participant deferral / active EE | $3,455 | $3,077+12.3% | $4,625-25.3% | $4,027-14.2% |
| Admin fee / account holder | $5,596 | $4,903+14.1% | $7,339-23.8% | $5,403+3.6% |