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 | $22,837 | $64,707-64.7% | $112,228-79.7% | $68,494-66.7% |
| Participation rate | 56.8% | 67.2%-10.4pp | 75.1%-18.3pp | 67.9%-11.1pp |
| Annual return | -12.20% | -11.40%-0.8pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,453 | $2,746-47.1% | $3,635-60.0% | $2,596-44.0% |
| Participant deferral / active EE | $3,810 | $3,565+6.9% | $4,728-19.4% | $4,027-5.4% |
| Admin fee / account holder | $1,964 | $5,232-62.5% | $6,410-69.4% | $5,403-63.6% |