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 | $104,907 | $73,867+42.0% | $143,757-27.0% | $68,494+53.2% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -13.79% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,316 | $3,184-58.7% | $4,951-73.4% | $2,596-49.3% |
| Participant deferral / active EE | $5,165 | $3,384+52.6% | $5,637-8.4% | $4,027+28.3% |
| Admin fee / account holder | $6,225 | $5,755+8.2% | $14,673-57.6% | $5,403+15.2% |