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 | $51,701 | $73,867-30.0% | $143,757-64.0% | $68,494-24.5% |
| Participation rate | 53.4% | 66.7%-13.2pp | 80.3%-26.9pp | 67.9%-14.4pp |
| Annual return | -11.45% | 1.01%-12.5pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $744 | $3,184-76.6% | $4,951-85.0% | $2,596-71.4% |
| Participant deferral / active EE | $2,166 | $3,384-36.0% | $5,637-61.6% | $4,027-46.2% |
| Admin fee / account holder | $1,625 | $5,755-71.8% | $14,673-88.9% | $5,403-69.9% |