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 | $33,260 | $45,438-26.8% | $80,004-58.4% | $59,632-44.2% |
| Participation rate | 64.3% | 63.7%+0.6pp | 73.0%-8.7pp | 68.7%-4.4pp |
| Annual return | -2.58% | 5.10%-7.7pp | 7.63%-10.2pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,472 | $1,236+19.1% | $2,473-40.5% | $2,203-33.2% |
| Participant deferral / active EE | $3,372 | $2,231+51.2% | $3,204+5.3% | $3,192+5.7% |
| Admin fee / account holder | $711 | $3,464-79.5% | $5,033-85.9% | $4,297-83.4% |