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 | $54,635 | $42,383+28.9% | $76,523-28.6% | $64,186-14.9% |
| Participation rate | 29.0% | 58.1%-29.2pp | 68.0%-39.0pp | 69.6%-40.6pp |
| Annual return | 0.72% | -16.54%+17.3pp | -0.27%+1.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $932 | $1,563-40.4% | $2,647-64.8% | $2,381-60.9% |
| Participant deferral / active EE | $1,657 | $2,566-35.4% | $3,835-56.8% | $3,470-52.2% |
| Admin fee / account holder | $672 | $3,198-79.0% | $4,848-86.1% | $4,888-86.3% |