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 | $44,909 | $42,383+6.0% | $76,523-41.3% | $64,186-30.0% |
| Participation rate | 48.0% | 58.1%-10.1pp | 68.0%-20.0pp | 69.6%-21.6pp |
| Annual return | -8.69% | -16.54%+7.8pp | -0.27%-8.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $850 | $1,563-45.6% | $2,647-67.9% | $2,381-64.3% |
| Participant deferral / active EE | $2,321 | $2,566-9.6% | $3,835-39.5% | $3,470-33.1% |
| Admin fee / account holder | $1,065 | $3,198-66.7% | $4,848-78.0% | $4,888-78.2% |