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 | $37,347 | $49,280-24.2% | $67,313-44.5% | $64,186-41.8% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.1%-20.6pp | 69.6%-21.1pp |
| Annual return | -7.96% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,400 | $1,668-16.1% | $2,566-45.4% | $2,381-41.2% |
| Participant deferral / active EE | $3,683 | $2,484+48.2% | $3,568+3.2% | $3,470+6.1% |
| Admin fee / account holder | $574 | $3,863-85.1% | $4,507-87.3% | $4,888-88.3% |