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 | $65,571 | $73,867-11.2% | $143,757-54.4% | $68,494-4.3% |
| Participation rate | 61.0% | 66.7%-5.7pp | 80.3%-19.3pp | 67.9%-6.9pp |
| Annual return | -18.61% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,382 | $3,184-56.6% | $4,951-72.1% | $2,596-46.8% |
| Participant deferral / active EE | $2,233 | $3,384-34.0% | $5,637-60.4% | $4,027-44.5% |
| Admin fee / account holder | $1,839 | $5,755-68.0% | $14,673-87.5% | $5,403-66.0% |