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 | $87,352 | $64,707+35.0% | $112,228-22.2% | $68,494+27.5% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -15.40% | -11.40%-4.0pp | 27.45%-42.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,411 | $2,746-48.6% | $3,635-61.2% | $2,596-45.6% |
| Participant deferral / active EE | $2,971 | $3,565-16.7% | $4,728-37.2% | $4,027-26.2% |
| Admin fee / account holder | $1,713 | $5,232-67.3% | $6,410-73.3% | $5,403-68.3% |