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 | $43,045 | $48,265-10.8% | $68,791-37.4% | $68,494-37.2% |
| Participation rate | 55.3% | 60.7%-5.4pp | 69.0%-13.7pp | 67.9%-12.6pp |
| Annual return | -18.19% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,656 | $1,829-9.4% | $2,655-37.6% | $2,596-36.2% |
| Participant deferral / active EE | $5,526 | $2,867+92.8% | $3,941+40.2% | $4,027+37.2% |
| Admin fee / account holder | $1,922 | $4,355-55.9% | $4,932-61.0% | $5,403-64.4% |