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 | $50,447 | $62,586-19.4% | $76,768-34.3% | $64,186-21.4% |
| Participation rate | 57.9% | 72.8%-14.9pp | 77.0%-19.1pp | 69.6%-11.7pp |
| Annual return | -4.42% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $803 | $1,832-56.2% | $2,485-67.7% | $2,381-66.3% |
| Participant deferral / active EE | $1,465 | $3,145-53.4% | $3,852-62.0% | $3,470-57.8% |
| Admin fee / account holder | $1,844 | $4,667-60.5% | $6,675-72.4% | $4,888-62.3% |