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 | $31,781 | $64,707-50.9% | $112,228-71.7% | $68,494-53.6% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | 5.02% | -11.40%+16.4pp | 27.45%-22.4pp | -7.84%+12.9pp |
| Employer contribution / active EE | $2,614 | $2,746-4.8% | $3,635-28.1% | $2,596+0.7% |
| Participant deferral / active EE | $4,080 | $3,565+14.5% | $4,728-13.7% | $4,027+1.3% |
| Admin fee / account holder | $8,783 | $5,232+67.9% | $6,410+37.0% | $5,403+62.6% |