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 | $34,284 | $62,586-45.2% | $76,768-55.3% | $64,186-46.6% |
| Participation rate | 54.0% | 72.8%-18.8pp | 77.0%-23.0pp | 69.6%-15.6pp |
| Annual return | -3.88% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,049 | $1,832-42.7% | $2,485-57.8% | $2,381-55.9% |
| Participant deferral / active EE | $1,724 | $3,145-45.2% | $3,852-55.2% | $3,470-50.3% |
| Admin fee / account holder | $2,109 | $4,667-54.8% | $6,675-68.4% | $4,888-56.8% |