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 | $39,978 | $64,119-37.6% | $112,228-64.4% | $66,914-40.3% |
| Participation rate | 39.3% | 68.5%-29.2pp | 75.1%-35.7pp | 69.8%-30.5pp |
| Annual return | -16.56% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $792 | $3,005-73.6% | $3,635-78.2% | $2,544-68.9% |
| Participant deferral / active EE | $1,777 | $3,693-51.9% | $4,728-62.4% | $4,237-58.1% |
| Admin fee / account holder | $1,318 | $625+110.8% | $6,410-79.4% | $593+122.1% |