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 | $58,888 | $71,480-17.6% | $90,782-35.1% | $64,186-8.3% |
| Participation rate | 45.0% | 77.6%-32.6pp | 82.7%-37.7pp | 69.6%-24.6pp |
| Annual return | -7.26% | -4.25%-3.0pp | -3.42%-3.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,487 | $3,415-56.5% | $4,105-63.8% | $2,381-37.5% |
| Participant deferral / active EE | $2,868 | $4,302-33.3% | $5,366-46.6% | $3,470-17.3% |
| Admin fee / account holder | $18,449 | $6,309+192.4% | $5,908+212.3% | $4,888+277.4% |