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 | $29,128 | $50,958-42.8% | $74,550-60.9% | $64,186-54.6% |
| Participation rate | 48.8% | 61.1%-12.2pp | 69.1%-20.3pp | 69.6%-20.7pp |
| Annual return | -7.54% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $555 | $1,115-50.3% | $1,961-71.7% | $2,381-76.7% |
| Participant deferral / active EE | $2,043 | $2,301-11.2% | $3,108-34.3% | $3,470-41.1% |
| Admin fee / account holder | $3,042 | $4,223-28.0% | $5,060-39.9% | $4,888-37.8% |