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 | $65,213 | $81,900-20.4% | $119,609-45.5% | $68,494-4.8% |
| Participation rate | 26.3% | 71.9%-45.6pp | 79.3%-53.0pp | 67.9%-41.6pp |
| Annual return | -12.74% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,034 | $4,148-51.0% | $5,602-63.7% | $4,027-49.5% |
| Admin fee / account holder | $3,712 | $6,582-43.6% | $10,323-64.0% | $5,403-31.3% |