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 | $40,997 | $59,805-31.4% | $79,550-48.5% | $68,494-40.1% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.5%-25.0pp | 67.9%-23.4pp |
| Annual return | -11.52% | -12.30%+0.8pp | 0.16%-11.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,066 | $1,505-29.1% | $2,413-55.8% | $2,596-58.9% |
| Participant deferral / active EE | $2,564 | $3,024-15.2% | $3,985-35.7% | $4,027-36.3% |
| Admin fee / account holder | $2,053 | $4,835-57.5% | $6,832-70.0% | $5,403-62.0% |