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 | $43,854 | $67,411-34.9% | $91,001-51.8% | $70,131-37.5% |
| Participation rate | 52.2% | 71.4%-19.2pp | 75.6%-23.4pp | 69.5%-17.4pp |
| Annual return | 21.98% | -40.16%+62.1pp | 4.60%+17.4pp | 73.14%-51.2pp |
| Employer contribution / active EE | $589 | $1,786-67.0% | $2,456-76.0% | $2,342-74.9% |
| Participant deferral / active EE | $1,593 | $2,823-43.6% | $3,547-55.1% | $3,332-52.2% |
| Admin fee / account holder | $4,996 | $4,236+17.9% | $5,417-7.8% | $4,645+7.5% |