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 | $115,816 | $59,805+93.7% | $79,550+45.6% | $68,494+69.1% |
| Participation rate | 60.5% | 61.1%-0.6pp | 69.5%-9.0pp | 67.9%-7.4pp |
| Annual return | -13.48% | -12.30%-1.2pp | 0.16%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,201 | $1,505+112.7% | $2,413+32.6% | $2,596+23.3% |
| Participant deferral / active EE | $7,160 | $3,024+136.7% | $3,985+79.7% | $4,027+77.8% |
| Admin fee / account holder | $3,229 | $4,835-33.2% | $6,832-52.7% | $5,403-40.2% |