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 | $52,246 | $59,805-12.6% | $79,550-34.3% | $68,494-23.7% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | -13.91% | -12.30%-1.6pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $779 | $1,505-48.3% | $2,413-67.7% | $2,596-70.0% |
| Participant deferral / active EE | $1,824 | $3,024-39.7% | $3,985-54.2% | $4,027-54.7% |
| Admin fee / account holder | $778 | $4,835-83.9% | $6,832-88.6% | $5,403-85.6% |