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 | $71,583 | $50,958+40.5% | $74,550-4.0% | $64,186+11.5% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -3.05% | -1.86%-1.2pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,566 | $1,115+219.7% | $1,961+81.8% | $2,381+49.8% |
| Participant deferral / active EE | $3,925 | $2,301+70.5% | $3,108+26.3% | $3,470+13.1% |
| Admin fee / account holder | $899 | $4,223-78.7% | $5,060-82.2% | $4,888-81.6% |