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 | $68,913 | $50,958+35.2% | $74,550-7.6% | $64,186+7.4% |
| Participation rate | 39.7% | 61.1%-21.3pp | 69.1%-29.4pp | 69.6%-29.8pp |
| Annual return | -7.09% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $754 | $1,115-32.4% | $1,961-61.5% | $2,381-68.3% |
| Participant deferral / active EE | $1,712 | $2,301-25.6% | $3,108-44.9% | $3,470-50.6% |
| Admin fee / account holder | $8,342 | $4,223+97.5% | $5,060+64.9% | $4,888+70.7% |