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 | $48,988 | $56,484-13.3% | $169,463-71.1% | $64,186-23.7% |
| Participation rate | 51.6% | 64.5%-12.9pp | 77.8%-26.2pp | 69.6%-18.0pp |
| Annual return | -5.36% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $948 | $1,832-48.3% | $4,159-77.2% | $2,381-60.2% |
| Participant deferral / active EE | $2,447 | $3,448-29.0% | $5,277-53.6% | $3,470-29.5% |
| Admin fee / account holder | $1,799 | $4,174-56.9% | $9,109-80.2% | $4,888-63.2% |