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 | $43,756 | $53,596-18.4% | $90,645-51.7% | $64,186-31.8% |
| Participation rate | 54.8% | 64.5%-9.8pp | 74.0%-19.3pp | 69.6%-14.8pp |
| Annual return | -5.18% | 4.41%-9.6pp | 1.88%-7.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,203 | $1,503-20.0% | $2,532-52.5% | $2,381-49.5% |
| Participant deferral / active EE | $2,428 | $2,459-1.3% | $3,425-29.1% | $3,470-30.0% |
| Admin fee / account holder | $690 | $3,868-82.2% | $4,994-86.2% | $4,888-85.9% |