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 | $35,051 | $73,867-52.5% | $143,757-75.6% | $68,494-48.8% |
| Participation rate | 65.2% | 66.7%-1.4pp | 80.3%-15.1pp | 67.9%-2.7pp |
| Annual return | -16.84% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,332 | $3,184-58.2% | $4,951-73.1% | $2,596-48.7% |
| Participant deferral / active EE | $2,603 | $3,384-23.1% | $5,637-53.8% | $4,027-35.4% |
| Admin fee / account holder | $526 | $5,755-90.9% | $14,673-96.4% | $5,403-90.3% |