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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,183 | $64,707-24.0% | $112,228-56.2% | $68,494-28.2% |
| Participation rate | 40.9% | 67.2%-26.2pp | 75.1%-34.2pp | 67.9%-27.0pp |
| Annual return | -15.44% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,048 | $2,746-61.8% | $3,635-71.2% | $2,596-59.6% |
| Participant deferral / active EE | $2,759 | $3,565-22.6% | $4,728-41.7% | $4,027-31.5% |
| Admin fee / account holder | $301 | $5,232-94.3% | $6,410-95.3% | $5,403-94.4% |