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 | $74,433 | $62,586+18.9% | $76,768-3.0% | $64,186+16.0% |
| Participation rate | 54.5% | 72.8%-18.3pp | 77.0%-22.4pp | 69.6%-15.0pp |
| Annual return | 20.88% | -1.95%+22.8pp | 2.43%+18.4pp | 7.63%+13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,456 | $3,145-53.7% | $3,852-62.2% | $3,470-58.0% |
| Admin fee / account holder | $333 | $4,667-92.9% | $6,675-95.0% | $4,888-93.2% |