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 | $11,808 | $33,067-64.3% | $76,523-84.6% | $56,287-79.0% |
| Participation rate | 41.3% | 55.4%-14.0pp | 68.0%-26.7pp | 69.9%-28.5pp |
| Annual return | -7.86% | 2.72%-10.6pp | -0.27%-7.6pp | -9.96%+2.1pp |
| Employer contribution / active EE | $567 | $1,200-52.8% | $2,647-78.6% | $2,111-73.1% |
| Participant deferral / active EE | $1,411 | $2,240-37.0% | $3,835-63.2% | $3,350-57.9% |
| Admin fee / account holder | $340 | $537-36.7% | $4,848-93.0% | $521-34.7% |