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 | $67,542 | $50,958+32.5% | $74,550-9.4% | $64,186+5.2% |
| Participation rate | 52.5% | 61.1%-8.6pp | 69.1%-16.6pp | 69.6%-17.1pp |
| Annual return | -3.44% | -1.86%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $612 | $1,115-45.1% | $1,961-68.8% | $2,381-74.3% |
| Participant deferral / active EE | $2,358 | $2,301+2.5% | $3,108-24.1% | $3,470-32.0% |
| Admin fee / account holder | $3,595 | $4,223-14.9% | $5,060-28.9% | $4,888-26.4% |