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 | $46,764 | $81,900-42.9% | $119,609-60.9% | $68,494-31.7% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -10.40% | -23.82%+13.4pp | -14.97%+4.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,049 | $2,693-61.0% | $4,232-75.2% | $2,596-59.6% |
| Participant deferral / active EE | $3,140 | $4,148-24.3% | $5,602-44.0% | $4,027-22.0% |
| Admin fee / account holder | $787 | $6,582-88.0% | $10,323-92.4% | $5,403-85.4% |