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 | $60,594 | $45,863+32.1% | $77,024-21.3% | $68,494-11.5% |
| Participation rate | 46.3% | 55.9%-9.6pp | 67.9%-21.6pp | 67.9%-21.5pp |
| Annual return | -14.44% | 1.72%-16.2pp | 42.32%-56.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $652 | $1,650-60.5% | $2,812-76.8% | $2,596-74.9% |
| Participant deferral / active EE | $1,845 | $2,962-37.7% | $4,426-58.3% | $4,027-54.2% |
| Admin fee / account holder | $9,238 | $3,041+203.8% | $5,425+70.3% | $5,403+71.0% |