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 | $87,416 | $50,958+71.5% | $74,550+17.3% | $64,186+36.2% |
| Participation rate | 43.9% | 61.1%-17.2pp | 69.1%-25.3pp | 69.6%-25.7pp |
| Annual return | -7.19% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $803 | $1,115-28.0% | $1,961-59.1% | $2,381-66.3% |
| Participant deferral / active EE | $1,943 | $2,301-15.6% | $3,108-37.5% | $3,470-44.0% |
| Admin fee / account holder | $1,016 | $4,223-75.9% | $5,060-79.9% | $4,888-79.2% |