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 | $67,328 | $50,958+32.1% | $74,550-9.7% | $64,186+4.9% |
| Participation rate | 58.6% | 61.1%-2.4pp | 69.1%-10.5pp | 69.6%-10.9pp |
| Annual return | -5.82% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,041 | $1,115-6.6% | $1,961-46.9% | $2,381-56.3% |
| Participant deferral / active EE | $2,405 | $2,301+4.5% | $3,108-22.6% | $3,470-30.7% |
| Admin fee / account holder | $465 | $4,223-89.0% | $5,060-90.8% | $4,888-90.5% |