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 | $51,738 | $67,411-23.2% | $91,001-43.1% | $70,131-26.2% |
| Participation rate | 62.7% | 71.4%-8.6pp | 75.6%-12.9pp | 69.5%-6.8pp |
| Annual return | 15.88% | -40.16%+56.0pp | 4.60%+11.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,362 | $1,786-23.8% | $2,456-44.6% | $2,342-41.9% |
| Participant deferral / active EE | $1,711 | $2,823-39.4% | $3,547-51.8% | $3,332-48.6% |
| Admin fee / account holder | $11,532 | $4,236+172.2% | $5,417+112.9% | $4,645+148.2% |