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 | $64,950 | $46,674+39.2% | $117,472-44.7% | $68,494-5.2% |
| Participation rate | 31.0% | 56.8%-25.8pp | 70.6%-39.6pp | 67.9%-36.9pp |
| Annual return | 1.59% | -14.52%+16.1pp | 29.74%-28.1pp | -7.84%+9.4pp |
| Employer contribution / active EE | $1,219 | $1,505-19.0% | $4,176-70.8% | $2,596-53.1% |
| Participant deferral / active EE | $1,960 | $2,636-25.6% | $4,070-51.8% | $4,027-51.3% |
| Admin fee / account holder | $1,108 | $4,020-72.4% | $5,645-80.4% | $5,403-79.5% |