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 | $35,952 | $43,327-17.0% | $59,878-40.0% | $64,186-44.0% |
| Participation rate | 67.7% | 69.2%-1.4pp | 74.7%-7.0pp | 69.6%-1.8pp |
| Annual return | -6.39% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,588 | $2,028-21.7% | $2,722-41.6% | $2,381-33.3% |
| Participant deferral / active EE | $3,898 | $2,546+53.1% | $3,402+14.6% | $3,470+12.3% |
| Admin fee / account holder | $9,926 | $3,005+230.3% | $3,590+176.5% | $4,888+103.1% |