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 | $32,474 | $46,674-30.4% | $117,472-72.4% | $68,494-52.6% |
| Participation rate | 69.7% | 56.8%+13.0pp | 70.6%-0.9pp | 67.9%+1.8pp |
| Annual return | -2.98% | -14.52%+11.5pp | 29.74%-32.7pp | -7.84%+4.9pp |
| Employer contribution / active EE | $2,782 | $1,505+84.9% | $4,176-33.4% | $2,596+7.2% |
| Participant deferral / active EE | $4,284 | $2,636+62.5% | $4,070+5.3% | $4,027+6.4% |
| Admin fee / account holder | $1,276 | $4,020-68.3% | $5,645-77.4% | $5,403-76.4% |