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 | $28,011 | $48,265-42.0% | $68,791-59.3% | $68,494-59.1% |
| Participation rate | 51.5% | 60.7%-9.2pp | 69.0%-17.5pp | 67.9%-16.4pp |
| Annual return | -15.13% | -12.71%-2.4pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,085 | $1,829-40.7% | $2,655-59.1% | $2,596-58.2% |
| Participant deferral / active EE | $1,520 | $2,867-47.0% | $3,941-61.4% | $4,027-62.3% |
| Admin fee / account holder | $2,331 | $4,355-46.5% | $4,932-52.7% | $5,403-56.9% |