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 7-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 | $67,349 | $73,867-8.8% | $143,757-53.2% | $68,494-1.7% |
| Participation rate | 64.6% | 66.7%-2.1pp | 80.3%-15.7pp | 67.9%-3.3pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,047 | $3,184-4.3% | $4,951-38.5% | $2,596+17.4% |
| Participant deferral / active EE | $5,725 | $3,384+69.1% | $5,637+1.6% | $4,027+42.1% |
| Admin fee / account holder | $4,190 | $5,755-27.2% | $14,673-71.4% | $5,403-22.4% |