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 | $34,887 | $77,813-55.2% | $123,544-71.8% | $64,186-45.6% |
| Participation rate | 42.4% | 74.7%-32.3pp | 82.3%-39.9pp | 69.6%-27.1pp |
| Annual return | -7.72% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,934 | $3,014-35.8% | $4,628-58.2% | $2,381-18.8% |
| Participant deferral / active EE | $3,912 | $5,240-25.3% | $6,426-39.1% | $3,470+12.8% |
| Admin fee / account holder | $5,759 | $5,519+4.4% | $9,284-38.0% | $4,888+17.8% |