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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,380 | $58,879-45.0% | $178,490-81.9% | $73,488-55.9% |
| Participation rate | 34.5% | 66.2%-31.7pp | 81.9%-47.4pp | 70.7%-36.2pp |
| Annual return | 11.79% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $369 | $2,236-83.5% | $5,011-92.6% | $2,270-83.7% |
| Participant deferral / active EE | $1,203 | $2,567-53.1% | $5,202-76.9% | $3,740-67.8% |
| Admin fee / account holder | $368 | $400-8.0% | $13,984-97.4% | $513-28.2% |