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 | $83,675 | $82,032+2.0% | $123,104-32.0% | $59,632+40.3% |
| Participation rate | 59.6% | 83.2%-23.7pp | 86.8%-27.2pp | 68.7%-9.1pp |
| Annual return | -0.21% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,085 | $3,297-36.8% | $5,151-59.5% | $2,203-5.4% |
| Participant deferral / active EE | $3,574 | $4,667-23.4% | $6,230-42.6% | $3,192+12.0% |
| Admin fee / account holder | $6,116 | $5,881+4.0% | $9,015-32.2% | $4,297+42.3% |