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 | $48,419 | $71,883-32.6% | $86,677-44.1% | $68,494-29.3% |
| Participation rate | 63.9% | 72.2%-8.3pp | 76.6%-12.7pp | 67.9%-4.0pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,386 | $2,173-36.2% | $2,836-51.1% | $2,596-46.6% |
| Participant deferral / active EE | $2,719 | $3,779-28.0% | $4,656-41.6% | $4,027-32.5% |
| Admin fee / account holder | $1,231 | $6,112-79.9% | $7,493-83.6% | $5,403-77.2% |