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 | $40,490 | $73,867-45.2% | $143,757-71.8% | $68,494-40.9% |
| Participation rate | 36.2% | 66.7%-30.5pp | 80.3%-44.1pp | 67.9%-31.7pp |
| Annual return | -19.00% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,084 | $3,184-66.0% | $4,951-78.1% | $2,596-58.3% |
| Participant deferral / active EE | $2,321 | $3,384-31.4% | $5,637-58.8% | $4,027-42.4% |
| Admin fee / account holder | $2,021 | $5,755-64.9% | $14,673-86.2% | $5,403-62.6% |