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 | $36,981 | $59,805-38.2% | $79,550-53.5% | $68,494-46.0% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.5%-3.5pp | 67.9%-1.9pp |
| Annual return | -18.04% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,881 | $1,505+91.5% | $2,413+19.4% | $2,596+11.0% |
| Participant deferral / active EE | $4,069 | $3,024+34.5% | $3,985+2.1% | $4,027+1.0% |
| Admin fee / account holder | $2,794 | $4,835-42.2% | $6,832-59.1% | $5,403-48.3% |