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 | $64,926 | $50,958+27.4% | $74,550-12.9% | $64,186+1.2% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.1%-5.5pp | 69.6%-5.9pp |
| Annual return | -3.81% | -1.86%-2.0pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $790 | $1,115-29.1% | $1,961-59.7% | $2,381-66.8% |
| Participant deferral / active EE | $3,011 | $2,301+30.8% | $3,108-3.1% | $3,470-13.2% |
| Admin fee / account holder | $2,071 | $4,223-50.9% | $5,060-59.1% | $4,888-57.6% |