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 | $34,518 | $77,813-55.6% | $123,544-72.1% | $64,186-46.2% |
| Participation rate | 23.1% | 74.7%-51.6pp | 82.3%-59.2pp | 69.6%-46.5pp |
| Annual return | -8.08% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,100 | $3,014-63.5% | $4,628-76.2% | $2,381-53.8% |
| Participant deferral / active EE | $2,372 | $5,240-54.7% | $6,426-63.1% | $3,470-31.6% |
| Admin fee / account holder | $3,478 | $5,519-37.0% | $9,284-62.5% | $4,888-28.9% |