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 | $87,246 | $59,805+45.9% | $79,550+9.7% | $68,494+27.4% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -16.09% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $503 | $1,505-66.6% | $2,413-79.2% | $2,596-80.6% |
| Participant deferral / active EE | $5,337 | $3,024+76.5% | $3,985+33.9% | $4,027+32.5% |
| Admin fee / account holder | $983 | $4,835-79.7% | $6,832-85.6% | $5,403-81.8% |