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 | $38,718 | $59,805-35.3% | $79,550-51.3% | $68,494-43.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -4.63% | -12.30%+7.7pp | 0.16%-4.8pp | -7.84%+3.2pp |
| Employer contribution / active EE | $3,592 | $1,505+138.7% | $2,413+48.8% | $2,596+38.3% |
| Participant deferral / active EE | $3,420 | $3,024+13.1% | $3,985-14.2% | $4,027-15.1% |
| Admin fee / account holder | $1,021 | $4,835-78.9% | $6,832-85.1% | $5,403-81.1% |