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 | $28,899 | $62,586-53.8% | $76,768-62.4% | $64,186-55.0% |
| Participation rate | 46.8% | 72.8%-26.0pp | 77.0%-30.2pp | 69.6%-22.8pp |
| Annual return | -6.94% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,750 | $1,832-4.5% | $2,485-29.6% | $2,381-26.5% |
| Participant deferral / active EE | $3,739 | $3,145+18.9% | $3,852-2.9% | $3,470+7.8% |
| Admin fee / account holder | $3,786 | $4,667-18.9% | $6,675-43.3% | $4,888-22.6% |