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 | $54,931 | $64,707-15.1% | $112,228-51.1% | $68,494-19.8% |
| Participation rate | 34.4% | 67.2%-32.8pp | 75.1%-40.7pp | 67.9%-33.5pp |
| Annual return | 2.54% | -11.40%+13.9pp | 27.45%-24.9pp | -7.84%+10.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,797 | $3,565-49.6% | $4,728-62.0% | $4,027-55.4% |
| Admin fee / account holder | $3,618 | $5,232-30.9% | $6,410-43.6% | $5,403-33.0% |