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 | $29,415 | $56,357-47.8% | $104,294-71.8% | $68,494-57.1% |
| Participation rate | 43.1% | 63.3%-20.1pp | 73.3%-30.1pp | 67.9%-24.8pp |
| Annual return | -13.76% | -9.19%-4.6pp | 24.61%-38.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $961 | $1,960-51.0% | $3,372-71.5% | $2,596-63.0% |
| Participant deferral / active EE | $1,259 | $3,077-59.1% | $4,625-72.8% | $4,027-68.7% |
| Admin fee / account holder | $558 | $4,903-88.6% | $7,339-92.4% | $5,403-89.7% |