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 | $48,539 | $43,723+11.0% | $121,196-59.9% | $64,186-24.4% |
| Participation rate | 58.5% | 58.3%+0.1pp | 71.7%-13.3pp | 69.6%-11.1pp |
| Annual return | -7.28% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $793 | $1,296-38.9% | $4,022-80.3% | $2,381-66.7% |
| Participant deferral / active EE | $2,476 | $2,280+8.6% | $3,344-26.0% | $3,470-28.6% |
| Admin fee / account holder | $3,953 | $3,501+12.9% | $5,019-21.3% | $4,888-19.1% |