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 | $42,266 | $33,067+27.8% | $76,523-44.8% | $56,287-24.9% |
| Participation rate | 23.3% | 55.4%-32.1pp | 68.0%-44.7pp | 69.9%-46.5pp |
| Annual return | -7.40% | 2.72%-10.1pp | -0.27%-7.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $556 | $1,200-53.7% | $2,647-79.0% | $2,111-73.7% |
| Participant deferral / active EE | $1,254 | $2,240-44.0% | $3,835-67.3% | $3,350-62.6% |
| Admin fee / account holder | $3,026 | $537+463.5% | $4,848-37.6% | $521+480.8% |