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 | $59,087 | $48,265+22.4% | $68,791-14.1% | $68,494-13.7% |
| Participation rate | 47.8% | 60.7%-12.9pp | 69.0%-21.3pp | 67.9%-20.1pp |
| Annual return | -18.54% | -12.71%-5.8pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,728 | $1,829-5.5% | $2,655-34.9% | $2,596-33.4% |
| Participant deferral / active EE | $1,978 | $2,867-31.0% | $3,941-49.8% | $4,027-50.9% |
| Admin fee / account holder | $2,044 | $4,355-53.1% | $4,932-58.6% | $5,403-62.2% |