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 | $45,522 | $59,805-23.9% | $79,550-42.8% | $68,494-33.5% |
| Participation rate | 34.4% | 61.1%-26.6pp | 69.5%-35.1pp | 67.9%-33.5pp |
| Annual return | -18.55% | -12.30%-6.3pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $930 | $1,505-38.2% | $2,413-61.5% | $2,596-64.2% |
| Participant deferral / active EE | $1,922 | $3,024-36.4% | $3,985-51.8% | $4,027-52.3% |
| Admin fee / account holder | $1,287 | $4,835-73.4% | $6,832-81.2% | $5,403-76.2% |