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 | $31,912 | $81,900-61.0% | $119,609-73.3% | $68,494-53.4% |
| Participation rate | 40.4% | 71.9%-31.5pp | 79.3%-38.9pp | 67.9%-27.5pp |
| Annual return | -16.98% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,959 | $2,693-27.3% | $4,232-53.7% | $2,596-24.6% |
| Participant deferral / active EE | $3,948 | $4,148-4.8% | $5,602-29.5% | $4,027-2.0% |
| Admin fee / account holder | $10,887 | $6,582+65.4% | $10,323+5.5% | $5,403+101.5% |