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 | $93,815 | $81,900+14.5% | $119,609-21.6% | $68,494+37.0% |
| Participation rate | 42.3% | 71.9%-29.6pp | 79.3%-37.0pp | 67.9%-25.6pp |
| Annual return | -13.65% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $957 | $2,693-64.5% | $4,232-77.4% | $2,596-63.1% |
| Participant deferral / active EE | $2,021 | $4,148-51.3% | $5,602-63.9% | $4,027-49.8% |
| Admin fee / account holder | $6,174 | $6,582-6.2% | $10,323-40.2% | $5,403+14.3% |