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 | $103,868 | $110,094-5.7% | $151,611-31.5% | $68,494+51.6% |
| Participation rate | 59.5% | 84.0%-24.4pp | 87.5%-28.0pp | 67.9%-8.4pp |
| Annual return | -16.72% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,788 | $4,471-37.6% | $6,166-54.8% | $2,596+7.4% |
| Participant deferral / active EE | $5,733 | $6,527-12.2% | $8,363-31.5% | $4,027+42.4% |
| Admin fee / account holder | $2,153 | $7,719-72.1% | $11,616-81.5% | $5,403-60.2% |