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 | $54,789 | $59,805-8.4% | $79,550-31.1% | $68,494-20.0% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.5%-21.2pp | 67.9%-19.6pp |
| Annual return | -13.83% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $381 | $1,505-74.7% | $2,413-84.2% | $2,596-85.3% |
| Participant deferral / active EE | $3,678 | $3,024+21.6% | $3,985-7.7% | $4,027-8.7% |
| Admin fee / account holder | $4,664 | $4,835-3.5% | $6,832-31.7% | $5,403-13.7% |