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 | $49,356 | $48,265+2.3% | $68,791-28.3% | $68,494-27.9% |
| Participation rate | 66.0% | 60.7%+5.3pp | 69.0%-3.0pp | 67.9%-1.9pp |
| Annual return | -17.66% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,198 | $1,829+20.2% | $2,655-17.2% | $2,596-15.3% |
| Participant deferral / active EE | $4,062 | $2,867+41.7% | $3,941+3.1% | $4,027+0.9% |
| Admin fee / account holder | $1,766 | $4,355-59.5% | $4,932-64.2% | $5,403-67.3% |