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 | $91,298 | $71,883+27.0% | $86,677+5.3% | $68,494+33.3% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -6.71% | 3.52%-10.2pp | 35.91%-42.6pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,324 | $2,173-39.0% | $2,836-53.3% | $2,596-49.0% |
| Participant deferral / active EE | $2,415 | $3,779-36.1% | $4,656-48.1% | $4,027-40.0% |
| Admin fee / account holder | $3,106 | $6,112-49.2% | $7,493-58.5% | $5,403-42.5% |