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 | $78,048 | $72,404+7.8% | $110,238-29.2% | $64,186+21.6% |
| Participation rate | 46.7% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-22.9pp |
| Annual return | -3.89% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $997 | $2,282-56.3% | $3,826-74.0% | $2,381-58.1% |
| Participant deferral / active EE | $2,102 | $3,469-39.4% | $4,672-55.0% | $3,470-39.4% |
| Admin fee / account holder | $1,126 | $5,664-80.1% | $8,547-86.8% | $4,888-77.0% |