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 | $30,951 | $56,357-45.1% | $104,294-70.3% | $68,494-54.8% |
| Participation rate | 44.6% | 63.3%-18.7pp | 73.3%-28.7pp | 67.9%-23.3pp |
| Annual return | -18.12% | -9.19%-8.9pp | 24.61%-42.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $990 | $1,960-49.5% | $3,372-70.6% | $2,596-61.9% |
| Participant deferral / active EE | $1,577 | $3,077-48.8% | $4,625-65.9% | $4,027-60.8% |
| Admin fee / account holder | $5,732 | $4,903+16.9% | $7,339-21.9% | $5,403+6.1% |