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 | $50,257 | $67,411-25.4% | $91,001-44.8% | $70,131-28.3% |
| Participation rate | 40.3% | 71.4%-31.1pp | 75.6%-35.3pp | 69.5%-29.3pp |
| Annual return | 12.50% | -40.16%+52.7pp | 4.60%+7.9pp | 73.14%-60.6pp |
| Employer contribution / active EE | $865 | $1,786-51.6% | $2,456-64.8% | $2,342-63.1% |
| Participant deferral / active EE | $1,263 | $2,823-55.3% | $3,547-64.4% | $3,332-62.1% |
| Admin fee / account holder | $5,426 | $4,236+28.1% | $5,417+0.2% | $4,645+16.8% |