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 | $47,216 | $77,813-39.3% | $123,544-61.8% | $64,186-26.4% |
| Participation rate | 54.1% | 74.7%-20.7pp | 82.3%-28.2pp | 69.6%-15.5pp |
| Annual return | -3.00% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,240 | $3,014-25.7% | $4,628-51.6% | $2,381-5.9% |
| Participant deferral / active EE | $5,063 | $5,240-3.4% | $6,426-21.2% | $3,470+45.9% |
| Admin fee / account holder | $11,841 | $5,519+114.6% | $9,284+27.5% | $4,888+142.2% |