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 | $54,155 | $71,883-24.7% | $86,677-37.5% | $68,494-20.9% |
| Participation rate | 68.9% | 72.2%-3.4pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -9.68% | 3.52%-13.2pp | 35.91%-45.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,435 | $2,173-34.0% | $2,836-49.4% | $2,596-44.7% |
| Participant deferral / active EE | $2,389 | $3,779-36.8% | $4,656-48.7% | $4,027-40.7% |
| Admin fee / account holder | $2,798 | $6,112-54.2% | $7,493-62.7% | $5,403-48.2% |