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 | $42,121 | $71,883-41.4% | $86,677-51.4% | $68,494-38.5% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.1pp |
| Annual return | -14.49% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,614 | $2,173-25.7% | $2,836-43.1% | $2,596-37.8% |
| Participant deferral / active EE | $4,116 | $3,779+8.9% | $4,656-11.6% | $4,027+2.2% |
| Admin fee / account holder | $16,554 | $6,112+170.8% | $7,493+120.9% | $5,403+206.4% |