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 | $54,460 | $64,707-15.8% | $112,228-51.5% | $68,494-20.5% |
| Participation rate | 41.2% | 67.2%-26.0pp | 75.1%-33.9pp | 67.9%-26.7pp |
| Annual return | -14.26% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,289 | $2,746-53.1% | $3,635-64.5% | $2,596-50.3% |
| Participant deferral / active EE | $1,763 | $3,565-50.5% | $4,728-62.7% | $4,027-56.2% |
| Admin fee / account holder | $1,362 | $5,232-74.0% | $6,410-78.7% | $5,403-74.8% |