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 | $66,026 | $77,813-15.1% | $123,544-46.6% | $64,186+2.9% |
| Participation rate | 65.9% | 74.7%-8.8pp | 82.3%-16.4pp | 69.6%-3.7pp |
| Annual return | -4.55% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,848 | $3,014-5.5% | $4,628-38.5% | $2,381+19.6% |
| Participant deferral / active EE | $3,891 | $5,240-25.7% | $6,426-39.4% | $3,470+12.1% |
| Admin fee / account holder | $2,699 | $5,519-51.1% | $9,284-70.9% | $4,888-44.8% |