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 | $73,262 | $42,383+72.9% | $76,523-4.3% | $64,186+14.1% |
| Participation rate | 24.2% | 58.1%-33.9pp | 68.0%-43.8pp | 69.6%-45.3pp |
| Annual return | -6.60% | -16.54%+9.9pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $710 | $1,563-54.6% | $2,647-73.2% | $2,381-70.2% |
| Participant deferral / active EE | $3,050 | $2,566+18.8% | $3,835-20.5% | $3,470-12.1% |
| Admin fee / account holder | $11,498 | $3,198+259.6% | $4,848+137.2% | $4,888+135.2% |