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 | $95,564 | $73,867+29.4% | $143,757-33.5% | $68,494+39.5% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -0.15% | 1.01%-1.2pp | -0.04%-0.1pp | -7.84%+7.7pp |
| Employer contribution / active EE | $1,684 | $3,184-47.1% | $4,951-66.0% | $2,596-35.1% |
| Participant deferral / active EE | $3,711 | $3,384+9.6% | $5,637-34.2% | $4,027-7.9% |
| Admin fee / account holder | $8,371 | $5,755+45.5% | $14,673-43.0% | $5,403+54.9% |