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 | $38,996 | $81,900-52.4% | $119,609-67.4% | $68,494-43.1% |
| Participation rate | 63.4% | 71.9%-8.5pp | 79.3%-15.8pp | 67.9%-4.5pp |
| Annual return | -16.42% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,114 | $2,693-21.5% | $4,232-50.1% | $2,596-18.6% |
| Participant deferral / active EE | $2,981 | $4,148-28.1% | $5,602-46.8% | $4,027-26.0% |
| Admin fee / account holder | $1,190 | $6,582-81.9% | $10,323-88.5% | $5,403-78.0% |