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 | $47,962 | $42,894+11.8% | $60,874-21.2% | $68,494-30.0% |
| Participation rate | 43.1% | 66.8%-23.7pp | 73.1%-30.1pp | 67.9%-24.8pp |
| Annual return | -17.07% | -13.98%-3.1pp | 16.90%-34.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $390 | $1,978-80.3% | $2,701-85.6% | $2,596-85.0% |
| Participant deferral / active EE | $2,121 | $2,867-26.0% | $3,817-44.4% | $4,027-47.3% |
| Admin fee / account holder | $1,350 | $3,101-56.5% | $3,224-58.1% | $5,403-75.0% |