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 | $97,277 | $64,707+50.3% | $112,228-13.3% | $68,494+42.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -18.35% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,800 | $2,746+2.0% | $3,635-23.0% | $2,596+7.9% |
| Participant deferral / active EE | $4,780 | $3,565+34.1% | $4,728+1.1% | $4,027+18.7% |
| Admin fee / account holder | $987 | $5,232-81.1% | $6,410-84.6% | $5,403-81.7% |