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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,027 | $99,020-35.3% | $86,590-26.1% | $147,584-56.6% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 17.70% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,303 | $3,132-58.4% | $2,839-54.1% | $4,876-73.3% |
| Participant deferral / active EE | $5,055 | $3,972+27.3% | $3,609+40.1% | $5,439-7.1% |
| Admin fee / account holder | $132,406 | $5,710+2218.7% | $4,906+2599.1% | $10,885+1116.4% |