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 | $10,060 | $73,867-86.4% | $143,757-93.0% | $68,494-85.3% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -10.71% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,221 | $3,184-61.7% | $4,951-75.3% | $2,596-53.0% |
| Participant deferral / active EE | $2,127 | $3,384-37.1% | $5,637-62.3% | $4,027-47.2% |
| Admin fee / account holder | $2,482 | $5,755-56.9% | $14,673-83.1% | $5,403-54.1% |