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 | $65,256 | $50,958+28.1% | $74,550-12.5% | $64,186+1.7% |
| Participation rate | 42.2% | 61.1%-18.9pp | 69.1%-27.0pp | 69.6%-27.4pp |
| Annual return | -4.81% | -1.86%-3.0pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,988 | $2,301-13.6% | $3,108-36.0% | $3,470-42.7% |
| Admin fee / account holder | $326 | $4,223-92.3% | $5,060-93.6% | $4,888-93.3% |