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 | $43,486 | $73,867-41.1% | $143,757-69.8% | $68,494-36.5% |
| Participation rate | 55.3% | 66.7%-11.3pp | 80.3%-25.0pp | 67.9%-12.6pp |
| Annual return | -17.15% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,041 | $3,184-67.3% | $4,951-79.0% | $2,596-59.9% |
| Participant deferral / active EE | $2,576 | $3,384-23.9% | $5,637-54.3% | $4,027-36.0% |
| Admin fee / account holder | $6,756 | $5,755+17.4% | $14,673-54.0% | $5,403+25.0% |