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 | $65,757 | $56,484+16.4% | $169,463-61.2% | $64,186+2.4% |
| Participation rate | 30.0% | 64.5%-34.5pp | 77.8%-47.8pp | 69.6%-39.6pp |
| Annual return | -4.69% | -1.55%-3.1pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $697 | $1,832-62.0% | $4,159-83.2% | $2,381-70.7% |
| Participant deferral / active EE | $1,869 | $3,448-45.8% | $5,277-64.6% | $3,470-46.1% |
| Admin fee / account holder | $4,029 | $4,174-3.5% | $9,109-55.8% | $4,888-17.6% |