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 | $62,838 | $53,162+18.2% | $91,220-31.1% | $68,494-8.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 73.2%-30.3pp | 67.9%-25.0pp |
| Annual return | -16.26% | -3.14%-13.1pp | 114.01%-130.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,130 | $1,709-33.9% | $2,850-60.3% | $2,596-56.5% |
| Participant deferral / active EE | $1,514 | $2,974-49.1% | $4,234-64.2% | $4,027-62.4% |
| Admin fee / account holder | $4,959 | $4,493+10.4% | $5,420-8.5% | $5,403-8.2% |