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 | $95,433 | $73,867+29.2% | $143,757-33.6% | $68,494+39.3% |
| Participation rate | 32.6% | 66.7%-34.1pp | 80.3%-47.7pp | 67.9%-35.3pp |
| Annual return | -16.15% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $818 | $3,184-74.3% | $4,951-83.5% | $2,596-68.5% |
| Participant deferral / active EE | $2,344 | $3,384-30.7% | $5,637-58.4% | $4,027-41.8% |
| Admin fee / account holder | $946 | $5,755-83.6% | $14,673-93.6% | $5,403-82.5% |