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 | $52,387 | $52,836-0.9% | $105,738-50.5% | $64,186-18.4% |
| Participation rate | 41.1% | 66.5%-25.5pp | 76.3%-35.3pp | 69.6%-28.5pp |
| Annual return | -4.30% | 14.30%-18.6pp | 6.27%-10.6pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,192 | $1,827-34.7% | $3,268-63.5% | $2,381-49.9% |
| Participant deferral / active EE | $1,357 | $2,545-46.7% | $4,080-66.7% | $3,470-60.9% |
| Admin fee / account holder | $1,885 | $3,959-52.4% | $6,913-72.7% | $4,888-61.4% |