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 | $136,399 | $42,383+221.8% | $76,523+78.2% | $64,186+112.5% |
| Participation rate | 31.3% | 58.1%-26.9pp | 68.0%-36.7pp | 69.6%-38.3pp |
| Annual return | -5.61% | -16.54%+10.9pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $842 | $1,563-46.1% | $2,647-68.2% | $2,381-64.6% |
| Participant deferral / active EE | $2,285 | $2,566-10.9% | $3,835-40.4% | $3,470-34.1% |
| Admin fee / account holder | $1,223 | $3,198-61.8% | $4,848-74.8% | $4,888-75.0% |