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 | $52,581 | $58,083-9.5% | $80,019-34.3% | $56,287-6.6% |
| Participation rate | 42.7% | 73.6%-30.9pp | 75.8%-33.1pp | 69.9%-27.1pp |
| Annual return | -6.23% | 34.61%-40.8pp | 11.22%-17.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $925 | $1,932-52.1% | $2,468-62.5% | $2,111-56.2% |
| Participant deferral / active EE | $1,886 | $3,135-39.8% | $3,686-48.8% | $3,350-43.7% |
| Admin fee / account holder | $1,476 | $623+137.1% | $6,521-77.4% | $521+183.4% |