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 | $72,728 | $64,707+12.4% | $112,228-35.2% | $68,494+6.2% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -19.35% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,767 | $2,746-35.7% | $3,635-51.4% | $2,596-31.9% |
| Participant deferral / active EE | $3,776 | $3,565+5.9% | $4,728-20.1% | $4,027-6.2% |
| Admin fee / account holder | $1,456 | $5,232-72.2% | $6,410-77.3% | $5,403-73.1% |