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 | $38,075 | $64,707-41.2% | $112,228-66.1% | $68,494-44.4% |
| Participation rate | 61.0% | 67.2%-6.2pp | 75.1%-14.1pp | 67.9%-6.9pp |
| Annual return | 0.88% | -11.40%+12.3pp | 27.45%-26.6pp | -7.84%+8.7pp |
| Employer contribution / active EE | $1,631 | $2,746-40.6% | $3,635-55.1% | $2,596-37.2% |
| Participant deferral / active EE | $5,221 | $3,565+46.5% | $4,728+10.4% | $4,027+29.6% |
| Admin fee / account holder | $4,083 | $5,232-22.0% | $6,410-36.3% | $5,403-24.4% |