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 | $35,548 | $42,383-16.1% | $76,523-53.5% | $64,186-44.6% |
| Participation rate | 29.4% | 58.1%-28.7pp | 68.0%-38.6pp | 69.6%-40.2pp |
| Annual return | -6.38% | -16.54%+10.2pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $594 | $1,563-62.0% | $2,647-77.6% | $2,381-75.0% |
| Participant deferral / active EE | $1,328 | $2,566-48.2% | $3,835-65.4% | $3,470-61.7% |
| Admin fee / account holder | $2,357 | $3,198-26.3% | $4,848-51.4% | $4,888-51.8% |