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 | $58,060 | $62,586-7.2% | $76,768-24.4% | $64,186-9.5% |
| Participation rate | 43.8% | 72.8%-29.1pp | 77.0%-33.2pp | 69.6%-25.8pp |
| Annual return | -5.83% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $902 | $1,832-50.8% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $2,268 | $3,145-27.9% | $3,852-41.1% | $3,470-34.6% |
| Admin fee / account holder | $2,965 | $4,667-36.5% | $6,675-55.6% | $4,888-39.3% |