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 | $27,163 | $42,383-35.9% | $76,523-64.5% | $64,186-57.7% |
| Participation rate | 62.8% | 58.1%+4.6pp | 68.0%-5.2pp | 69.6%-6.8pp |
| Annual return | -1.16% | -16.54%+15.4pp | -0.27%-0.9pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,794 | $2,566+164.7% | $3,835+77.1% | $3,470+95.8% |
| Admin fee / account holder | $1,598 | $3,198-50.0% | $4,848-67.0% | $4,888-67.3% |