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 | $47,666 | $58,577-18.6% | $83,333-42.8% | $64,186-25.7% |
| Participation rate | 53.1% | 72.0%-19.0pp | 77.8%-24.7pp | 69.6%-16.5pp |
| Annual return | -6.96% | 9.65%-16.6pp | 10.63%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,342 | $4,654+14.8% | $5,565-4.0% | $3,470+54.0% |
| Admin fee / account holder | $1,303 | $9,275-85.9% | $7,510-82.6% | $4,888-73.3% |