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 | $49,379 | $42,383+16.5% | $76,523-35.5% | $64,186-23.1% |
| Participation rate | 44.7% | 58.1%-13.4pp | 68.0%-23.3pp | 69.6%-24.8pp |
| Annual return | -7.32% | -16.54%+9.2pp | -0.27%-7.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $683 | $1,563-56.3% | $2,647-74.2% | $2,381-71.3% |
| Participant deferral / active EE | $1,884 | $2,566-26.6% | $3,835-50.9% | $3,470-45.7% |
| Admin fee / account holder | $3,763 | $3,198+17.7% | $4,848-22.4% | $4,888-23.0% |