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 | $29,283 | $64,707-54.7% | $112,228-73.9% | $68,494-57.2% |
| Participation rate | 68.0% | 67.2%+0.9pp | 75.1%-7.0pp | 67.9%+0.2pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $750 | $2,746-72.7% | $3,635-79.4% | $2,596-71.1% |
| Participant deferral / active EE | $1,794 | $3,565-49.7% | $4,728-62.1% | $4,027-55.4% |
| Admin fee / account holder | $5,926 | $5,232+13.3% | $6,410-7.6% | $5,403+9.7% |