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 | $119,334 | $50,958+134.2% | $74,550+60.1% | $64,186+85.9% |
| Participation rate | 36.0% | 61.1%-25.1pp | 69.1%-33.1pp | 69.6%-33.6pp |
| Annual return | -2.42% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $989 | $1,115-11.3% | $1,961-49.6% | $2,381-58.5% |
| Participant deferral / active EE | $2,064 | $2,301-10.3% | $3,108-33.6% | $3,470-40.5% |
| Admin fee / account holder | $1,312 | $4,223-68.9% | $5,060-74.1% | $4,888-73.1% |