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 | $43,919 | $54,726-19.7% | $68,793-36.2% | $64,186-31.6% |
| Participation rate | 54.8% | 68.0%-13.3pp | 72.2%-17.5pp | 69.6%-14.8pp |
| Annual return | -7.75% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,784 | $1,846-3.3% | $2,625-32.0% | $2,381-25.1% |
| Participant deferral / active EE | $5,156 | $2,626+96.3% | $3,311+55.7% | $3,470+48.6% |
| Admin fee / account holder | $2,316 | $4,027-42.5% | $5,131-54.9% | $4,888-52.6% |