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 | $48,735 | $53,162-8.3% | $91,220-46.6% | $68,494-28.8% |
| Participation rate | 62.9% | 63.2%-0.4pp | 73.2%-10.3pp | 67.9%-5.0pp |
| Annual return | -18.39% | -3.14%-15.3pp | 114.01%-132.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $875 | $1,709-48.8% | $2,850-69.3% | $2,596-66.3% |
| Participant deferral / active EE | $2,014 | $2,974-32.3% | $4,234-52.4% | $4,027-50.0% |
| Admin fee / account holder | $489 | $4,493-89.1% | $5,420-91.0% | $5,403-90.9% |