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 | $30,802 | $81,900-62.4% | $119,609-74.2% | $68,494-55.0% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -15.69% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,736 | $2,693-35.5% | $4,232-59.0% | $2,596-33.1% |
| Participant deferral / active EE | $3,527 | $4,148-15.0% | $5,602-37.0% | $4,027-12.4% |
| Admin fee / account holder | $374 | $6,582-94.3% | $10,323-96.4% | $5,403-93.1% |