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 | $44,019 | $62,586-29.7% | $76,768-42.7% | $64,186-31.4% |
| Participation rate | 65.6% | 72.8%-7.2pp | 77.0%-11.3pp | 69.6%-3.9pp |
| Annual return | -4.18% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,044 | $1,832-43.0% | $2,485-58.0% | $2,381-56.1% |
| Participant deferral / active EE | $1,744 | $3,145-44.6% | $3,852-54.7% | $3,470-49.7% |
| Admin fee / account holder | $6,024 | $4,667+29.1% | $6,675-9.8% | $4,888+23.2% |