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 | $29,734 | $81,900-63.7% | $119,609-75.1% | $68,494-56.6% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -18.49% | -23.82%+5.3pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $768 | $2,693-71.5% | $4,232-81.9% | $2,596-70.4% |
| Participant deferral / active EE | $2,406 | $4,148-42.0% | $5,602-57.0% | $4,027-40.2% |
| Admin fee / account holder | $761 | $6,582-88.4% | $10,323-92.6% | $5,403-85.9% |