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 | $90,046 | $100,754-10.6% | $86,677+3.9% | $134,475-33.0% |
| Participation rate | 52.9% | 78.9%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -3.88% | 29.04%-32.9pp | 35.91%-39.8pp | 417.96%-421.8pp |
| Employer contribution / active EE | $975 | $3,489-72.1% | $2,836-65.6% | $4,740-79.4% |
| Participant deferral / active EE | $3,091 | $5,338-42.1% | $4,656-33.6% | $6,400-51.7% |
| Admin fee / account holder | $938 | $10,926-91.4% | $7,493-87.5% | $11,426-91.8% |