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 | $29,258 | $48,265-39.4% | $68,791-57.5% | $68,494-57.3% |
| Participation rate | 67.6% | 60.7%+7.0pp | 69.0%-1.4pp | 67.9%-0.2pp |
| Annual return | -16.94% | -12.71%-4.2pp | -6.38%-10.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,176 | $1,829-35.7% | $2,655-55.7% | $2,596-54.7% |
| Participant deferral / active EE | $3,163 | $2,867+10.3% | $3,941-19.7% | $4,027-21.5% |
| Admin fee / account holder | $300 | $4,355-93.1% | $4,932-93.9% | $5,403-94.4% |