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 | $59,131 | $73,004-19.0% | $90,749-34.8% | $68,494-13.7% |
| Participation rate | 63.9% | 70.8%-6.9pp | 75.7%-11.8pp | 67.9%-4.0pp |
| Annual return | -15.94% | -13.81%-2.1pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $977 | $2,193-55.5% | $2,921-66.6% | $2,596-62.4% |
| Participant deferral / active EE | $4,036 | $3,627+11.3% | $4,564-11.6% | $4,027+0.2% |
| Admin fee / account holder | $1,692 | $5,896-71.3% | $8,445-80.0% | $5,403-68.7% |