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 | $35,638 | $81,900-56.5% | $119,609-70.2% | $68,494-48.0% |
| Participation rate | 53.7% | 71.9%-18.2pp | 79.3%-25.6pp | 67.9%-14.2pp |
| Annual return | -4.16% | -23.82%+19.7pp | -14.97%+10.8pp | -7.84%+3.7pp |
| Employer contribution / active EE | $1,557 | $2,693-42.2% | $4,232-63.2% | $2,596-40.0% |
| Participant deferral / active EE | $6,222 | $4,148+50.0% | $5,602+11.1% | $4,027+54.5% |
| Admin fee / account holder | $1,538 | $6,582-76.6% | $10,323-85.1% | $5,403-71.5% |