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 | $61,857 | $95,862-35.5% | $79,550-22.2% | $134,475-54.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -10.58% | -2.69%-7.9pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $889 | $3,128-71.6% | $2,413-63.2% | $4,740-81.2% |
| Participant deferral / active EE | $5,016 | $4,693+6.9% | $3,985+25.9% | $6,400-21.6% |
| Admin fee / account holder | $1,997 | $9,126-78.1% | $6,832-70.8% | $11,426-82.5% |