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 | $45,443 | $73,004-37.8% | $90,749-49.9% | $68,494-33.7% |
| Participation rate | 28.0% | 70.8%-42.8pp | 75.7%-47.7pp | 67.9%-39.9pp |
| Annual return | -10.74% | -13.81%+3.1pp | -12.16%+1.4pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,145 | $2,193-47.8% | $2,921-60.8% | $2,596-55.9% |
| Participant deferral / active EE | $3,011 | $3,627-17.0% | $4,564-34.0% | $4,027-25.2% |
| Admin fee / account holder | $421 | $5,896-92.9% | $8,445-95.0% | $5,403-92.2% |