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 | $34,288 | $73,867-53.6% | $143,757-76.1% | $68,494-49.9% |
| Participation rate | 30.0% | 66.7%-36.7pp | 80.3%-50.3pp | 67.9%-37.9pp |
| Annual return | -18.13% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,071 | $3,184-66.4% | $4,951-78.4% | $2,596-58.7% |
| Participant deferral / active EE | $2,434 | $3,384-28.1% | $5,637-56.8% | $4,027-39.6% |
| Admin fee / account holder | $776 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |