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 | $71,794 | $95,193-24.6% | $76,523-6.2% | $135,375-47.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | 1.81% | 4.85%-3.0pp | -0.27%+2.1pp | 519.73%-517.9pp |
| Employer contribution / active EE | $419 | $3,302-87.3% | $2,647-84.2% | $4,779-91.2% |
| Participant deferral / active EE | $2,356 | $4,639-49.2% | $3,835-38.6% | $5,609-58.0% |
| Admin fee / account holder | $8,954 | $6,249+43.3% | $4,848+84.7% | $10,827-17.3% |