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 | $51,104 | $59,805-14.5% | $79,550-35.8% | $68,494-25.4% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -9.52% | -12.30%+2.8pp | 0.16%-9.7pp | -7.84%-1.7pp |
| Employer contribution / active EE | $790 | $1,505-47.5% | $2,413-67.2% | $2,596-69.6% |
| Participant deferral / active EE | $1,797 | $3,024-40.6% | $3,985-54.9% | $4,027-55.4% |
| Admin fee / account holder | $420 | $4,835-91.3% | $6,832-93.9% | $5,403-92.2% |