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 | $33,907 | $50,958-33.5% | $74,550-54.5% | $64,186-47.2% |
| Participation rate | 58.2% | 61.1%-2.9pp | 69.1%-11.0pp | 69.6%-11.4pp |
| Annual return | -7.31% | -1.86%-5.5pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $714 | $1,115-36.0% | $1,961-63.6% | $2,381-70.0% |
| Participant deferral / active EE | $4,672 | $2,301+103.0% | $3,108+50.3% | $3,470+34.7% |
| Admin fee / account holder | $8,138 | $4,223+92.7% | $5,060+60.8% | $4,888+66.5% |