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 | $56,246 | $42,894+31.1% | $60,874-7.6% | $68,494-17.9% |
| Participation rate | 38.6% | 66.8%-28.2pp | 73.1%-34.6pp | 67.9%-29.3pp |
| Annual return | -17.25% | -13.98%-3.3pp | 16.90%-34.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,135 | $1,978-42.6% | $2,701-58.0% | $2,596-56.3% |
| Participant deferral / active EE | $2,164 | $2,867-24.5% | $3,817-43.3% | $4,027-46.3% |
| Admin fee / account holder | $701 | $3,101-77.4% | $3,224-78.3% | $5,403-87.0% |