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 | $26,894 | $81,900-67.2% | $119,609-77.5% | $68,494-60.7% |
| Participation rate | 64.1% | 71.9%-7.8pp | 79.3%-15.1pp | 67.9%-3.8pp |
| Annual return | -15.07% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,994 | $2,693-26.0% | $4,232-52.9% | $2,596-23.2% |
| Participant deferral / active EE | $4,345 | $4,148+4.8% | $5,602-22.4% | $4,027+7.9% |
| Admin fee / account holder | $1,779 | $6,582-73.0% | $10,323-82.8% | $5,403-67.1% |