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 | $67,571 | $59,805+13.0% | $79,550-15.1% | $68,494-1.3% |
| Participation rate | 23.5% | 61.1%-37.5pp | 69.5%-46.0pp | 67.9%-44.4pp |
| Annual return | -9.76% | -12.30%+2.5pp | 0.16%-9.9pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,815 | $3,024-40.0% | $3,985-54.5% | $4,027-54.9% |
| Admin fee / account holder | $1,651 | $4,835-65.9% | $6,832-75.8% | $5,403-69.4% |