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 | $56,187 | $56,484-0.5% | $169,463-66.8% | $64,186-12.5% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -4.04% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,274 | $3,448-63.0% | $5,277-75.9% | $3,470-63.3% |
| Admin fee / account holder | $1,698 | $4,174-59.3% | $9,109-81.4% | $4,888-65.3% |