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 | $58,202 | $49,280+18.1% | $67,313-13.5% | $64,186-9.3% |
| Participation rate | 44.7% | 60.8%-16.0pp | 69.1%-24.3pp | 69.6%-24.8pp |
| Annual return | -4.54% | -1.39%-3.1pp | -4.08%-0.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,015 | $1,668-39.2% | $2,566-60.4% | $2,381-57.4% |
| Participant deferral / active EE | $1,594 | $2,484-35.8% | $3,568-55.3% | $3,470-54.1% |
| Admin fee / account holder | $11,272 | $3,863+191.8% | $4,507+150.1% | $4,888+130.6% |