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 | $28,738 | $81,900-64.9% | $119,609-76.0% | $68,494-58.0% |
| Participation rate | 65.3% | 71.9%-6.6pp | 79.3%-13.9pp | 67.9%-2.6pp |
| Annual return | -13.52% | -23.82%+10.3pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,779 | $2,693-34.0% | $4,232-58.0% | $2,596-31.5% |
| Participant deferral / active EE | $2,894 | $4,148-30.2% | $5,602-48.3% | $4,027-28.1% |
| Admin fee / account holder | $624 | $6,582-90.5% | $10,323-94.0% | $5,403-88.5% |