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 | $71,611 | $67,411+6.2% | $91,001-21.3% | $70,131+2.1% |
| Participation rate | 55.6% | 71.4%-15.8pp | 75.6%-20.0pp | 69.5%-14.0pp |
| Annual return | 12.84% | -40.16%+53.0pp | 4.60%+8.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,789 | $1,786+0.2% | $2,456-27.1% | $2,342-23.6% |
| Participant deferral / active EE | $2,768 | $2,823-1.9% | $3,547-22.0% | $3,332-16.9% |
| Admin fee / account holder | $1,829 | $4,236-56.8% | $5,417-66.2% | $4,645-60.6% |