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 | $36,958 | $56,484-34.6% | $169,463-78.2% | $64,186-42.4% |
| Participation rate | 52.9% | 64.5%-11.6pp | 77.8%-24.8pp | 69.6%-16.6pp |
| Annual return | -4.92% | -1.55%-3.4pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $568 | $1,832-69.0% | $4,159-86.3% | $2,381-76.2% |
| Participant deferral / active EE | $1,547 | $3,448-55.1% | $5,277-70.7% | $3,470-55.4% |
| Admin fee / account holder | $1,022 | $4,174-75.5% | $9,109-88.8% | $4,888-79.1% |