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 | $50,698 | $52,836-4.0% | $105,738-52.1% | $64,186-21.0% |
| Participation rate | 39.4% | 66.5%-27.1pp | 76.3%-36.9pp | 69.6%-30.1pp |
| Annual return | -4.67% | 14.30%-19.0pp | 6.27%-10.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $703 | $1,827-61.5% | $3,268-78.5% | $2,381-70.5% |
| Participant deferral / active EE | $2,843 | $2,545+11.7% | $4,080-30.3% | $3,470-18.1% |
| Admin fee / account holder | $1,840 | $3,959-53.5% | $6,913-73.4% | $4,888-62.4% |