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 | $54,241 | $62,586-13.3% | $76,768-29.3% | $64,186-15.5% |
| Participation rate | 51.5% | 72.8%-21.3pp | 77.0%-25.4pp | 69.6%-18.1pp |
| Annual return | -6.59% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,983 | $1,832+8.3% | $2,485-20.2% | $2,381-16.7% |
| Participant deferral / active EE | $4,255 | $3,145+35.3% | $3,852+10.5% | $3,470+22.6% |
| Admin fee / account holder | $330 | $4,667-92.9% | $6,675-95.1% | $4,888-93.3% |