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 | $61,431 | $71,050-13.5% | $93,606-34.4% | $80,856-24.0% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.8pp |
| Annual return | 12.62% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $848 | $1,564-45.8% | $2,420-64.9% | $2,755-69.2% |
| Participant deferral / active EE | $1,921 | $4,034-52.4% | $4,411-56.5% | $4,296-55.3% |
| Admin fee / account holder | $15,424 | $6,945+122.1% | $8,285+86.2% | $6,918+122.9% |