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 | $50,735 | $73,867-31.3% | $143,757-64.7% | $68,494-25.9% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -15.64% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,554 | $3,184+43.0% | $4,951-8.0% | $2,596+75.4% |
| Participant deferral / active EE | $3,150 | $3,384-6.9% | $5,637-44.1% | $4,027-21.8% |
| Admin fee / account holder | $539 | $5,755-90.6% | $14,673-96.3% | $5,403-90.0% |