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 | $44,321 | $67,411-34.3% | $91,001-51.3% | $70,131-36.8% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 16.40% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,228 | $1,786-31.3% | $2,456-50.0% | $2,342-47.6% |
| Participant deferral / active EE | $2,972 | $2,823+5.3% | $3,547-16.2% | $3,332-10.8% |
| Admin fee / account holder | $356 | $4,236-91.6% | $5,417-93.4% | $4,645-92.3% |