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 | $33,963 | $42,894-20.8% | $60,874-44.2% | $68,494-50.4% |
| Participation rate | 57.8% | 66.8%-9.0pp | 73.1%-15.3pp | 67.9%-10.1pp |
| Annual return | -15.88% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,397 | $1,978-29.4% | $2,701-48.3% | $2,596-46.2% |
| Participant deferral / active EE | $1,254 | $2,867-56.2% | $3,817-67.1% | $4,027-68.9% |
| Admin fee / account holder | $955 | $3,101-69.2% | $3,224-70.4% | $5,403-82.3% |