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 | $44,428 | $54,229-18.1% | $70,092-36.6% | $68,494-35.1% |
| Participation rate | 60.0% | 64.5%-4.5pp | 70.5%-10.5pp | 67.9%-7.9pp |
| Annual return | -6.71% | -13.87%+7.2pp | 190.73%-197.4pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,507 | $2,018-25.3% | $2,559-41.1% | $2,596-41.9% |
| Participant deferral / active EE | $3,618 | $2,956+22.4% | $3,849-6.0% | $4,027-10.2% |
| Admin fee / account holder | $2,260 | $4,694-51.9% | $6,267-63.9% | $5,403-58.2% |