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 | $72,215 | $113,935-36.6% | $94,224-23.4% | $125,391-42.4% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | -2.23% | 5.29%-7.5pp | 10.68%-12.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,252 | $4,727-73.5% | $3,587-65.1% | $4,866-74.3% |
| Participant deferral / active EE | $3,814 | $5,179-26.3% | $4,320-11.7% | $5,352-28.7% |
| Admin fee / account holder | $478 | $8,391-94.3% | $6,269-92.4% | $9,540-95.0% |