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 | $48,866 | $81,900-40.3% | $119,609-59.1% | $68,494-28.7% |
| Participation rate | 68.3% | 71.9%-3.6pp | 79.3%-11.0pp | 67.9%+0.4pp |
| Annual return | -15.52% | -23.82%+8.3pp | -14.97%-0.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,283 | $2,693-15.2% | $4,232-46.0% | $2,596-12.0% |
| Participant deferral / active EE | $3,339 | $4,148-19.5% | $5,602-40.4% | $4,027-17.1% |
| Admin fee / account holder | $8,431 | $6,582+28.1% | $10,323-18.3% | $5,403+56.1% |