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 | $46,470 | $67,411-31.1% | $91,001-48.9% | $70,131-33.7% |
| Participation rate | 56.9% | 71.4%-14.5pp | 75.6%-18.7pp | 69.5%-12.6pp |
| Annual return | 15.14% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,151 | $1,786-35.6% | $2,456-53.1% | $2,342-50.9% |
| Participant deferral / active EE | $2,089 | $2,823-26.0% | $3,547-41.1% | $3,332-37.3% |
| Admin fee / account holder | $1,039 | $4,236-75.5% | $5,417-80.8% | $4,645-77.6% |