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 | $55,125 | $67,411-18.2% | $91,001-39.4% | $70,131-21.4% |
| Participation rate | 65.6% | 71.4%-5.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 15.32% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $588 | $1,786-67.1% | $2,456-76.1% | $2,342-74.9% |
| Participant deferral / active EE | $2,244 | $2,823-20.5% | $3,547-36.8% | $3,332-32.7% |
| Admin fee / account holder | $659 | $4,236-84.4% | $5,417-87.8% | $4,645-85.8% |