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 5-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 | $43,579 | $45,863-5.0% | $77,024-43.4% | $68,494-36.4% |
| Participation rate | 39.3% | 55.9%-16.6pp | 67.9%-28.6pp | 67.9%-28.6pp |
| Annual return | -16.22% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,427 | $1,650+47.1% | $2,812-13.7% | $2,596-6.5% |
| Participant deferral / active EE | $5,062 | $2,962+70.9% | $4,426+14.4% | $4,027+25.7% |
| Admin fee / account holder | $2,254 | $3,041-25.9% | $5,425-58.5% | $5,403-58.3% |