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 | $77,469 | $42,383+82.8% | $76,523+1.2% | $64,186+20.7% |
| Participation rate | 61.9% | 58.1%+3.8pp | 68.0%-6.1pp | 69.6%-7.7pp |
| Annual return | -5.62% | -16.54%+10.9pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,014 | $2,566+56.4% | $3,835+4.7% | $3,470+15.7% |
| Admin fee / account holder | $23,696 | $3,198+641.0% | $4,848+388.8% | $4,888+384.8% |