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 | $39,311 | $73,867-46.8% | $143,757-72.7% | $68,494-42.6% |
| Participation rate | 59.3% | 66.7%-7.4pp | 80.3%-21.0pp | 67.9%-8.6pp |
| Annual return | -9.52% | 1.01%-10.5pp | -0.04%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,066 | $3,184-66.5% | $4,951-78.5% | $2,596-59.0% |
| Participant deferral / active EE | $2,127 | $3,384-37.2% | $5,637-62.3% | $4,027-47.2% |
| Admin fee / account holder | $3,507 | $5,755-39.1% | $14,673-76.1% | $5,403-35.1% |