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 8-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 | $75,878 | $81,900-7.4% | $119,609-36.6% | $68,494+10.8% |
| Participation rate | 52.3% | 71.9%-19.6pp | 79.3%-27.0pp | 67.9%-15.6pp |
| Annual return | -16.26% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,698 | $2,693-37.0% | $4,232-59.9% | $2,596-34.6% |
| Participant deferral / active EE | $4,300 | $4,148+3.7% | $5,602-23.2% | $4,027+6.8% |
| Admin fee / account holder | $5,344 | $6,582-18.8% | $10,323-48.2% | $5,403-1.1% |