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 8-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 | $59,776 | $81,900-27.0% | $119,609-50.0% | $68,494-12.7% |
| Participation rate | 61.4% | 71.9%-10.5pp | 79.3%-17.9pp | 67.9%-6.5pp |
| Annual return | -11.48% | -23.82%+12.3pp | -14.97%+3.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,898 | $2,693-29.5% | $4,232-55.2% | $2,596-26.9% |
| Participant deferral / active EE | $4,973 | $4,148+19.9% | $5,602-11.2% | $4,027+23.5% |
| Admin fee / account holder | $1,226 | $6,582-81.4% | $10,323-88.1% | $5,403-77.3% |