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 | $35,818 | $59,805-40.1% | $79,550-55.0% | $68,494-47.7% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.5%-38.7pp | 67.9%-37.1pp |
| Annual return | -6.38% | -12.30%+5.9pp | 0.16%-6.5pp | -7.84%+1.5pp |
| Employer contribution / active EE | $385 | $1,505-74.4% | $2,413-84.1% | $2,596-85.2% |
| Participant deferral / active EE | $2,108 | $3,024-30.3% | $3,985-47.1% | $4,027-47.7% |
| Admin fee / account holder | $5,291 | $4,835+9.4% | $6,832-22.6% | $5,403-2.1% |