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 | $84,528 | $64,707+30.6% | $112,228-24.7% | $68,494+23.4% |
| Participation rate | 69.4% | 67.2%+2.2pp | 75.1%-5.7pp | 67.9%+1.5pp |
| Annual return | -17.42% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,692 | $2,746+34.5% | $3,635+1.6% | $2,596+42.2% |
| Participant deferral / active EE | $7,524 | $3,565+111.1% | $4,728+59.1% | $4,027+86.8% |
| Admin fee / account holder | $7,864 | $5,232+50.3% | $6,410+22.7% | $5,403+45.6% |