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 | $81,238 | $64,707+25.5% | $112,228-27.6% | $68,494+18.6% |
| Participation rate | 29.9% | 67.2%-37.3pp | 75.1%-45.2pp | 67.9%-38.0pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,149 | $2,746-58.2% | $3,635-68.4% | $2,596-55.8% |
| Participant deferral / active EE | $2,523 | $3,565-29.2% | $4,728-46.6% | $4,027-37.3% |
| Admin fee / account holder | $1,123 | $5,232-78.5% | $6,410-82.5% | $5,403-79.2% |