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 | $44,334 | $73,867-40.0% | $143,757-69.2% | $68,494-35.3% |
| Participation rate | 30.3% | 66.7%-36.4pp | 80.3%-50.0pp | 67.9%-37.6pp |
| Annual return | -17.73% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $933 | $3,184-70.7% | $4,951-81.1% | $2,596-64.1% |
| Participant deferral / active EE | $2,354 | $3,384-30.4% | $5,637-58.2% | $4,027-41.6% |
| Admin fee / account holder | $4,063 | $5,755-29.4% | $14,673-72.3% | $5,403-24.8% |