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 | $20,790 | $43,723-52.5% | $121,196-82.8% | $64,186-67.6% |
| Participation rate | 54.4% | 58.3%-3.9pp | 71.7%-17.4pp | 69.6%-15.2pp |
| Annual return | -7.55% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $747 | $1,296-42.4% | $4,022-81.4% | $2,381-68.6% |
| Participant deferral / active EE | $2,285 | $2,280+0.2% | $3,344-31.7% | $3,470-34.1% |
| Admin fee / account holder | $2,163 | $3,501-38.2% | $5,019-56.9% | $4,888-55.7% |