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 | $28,112 | $52,836-46.8% | $105,738-73.4% | $64,186-56.2% |
| Participation rate | 60.3% | 66.5%-6.3pp | 76.3%-16.1pp | 69.6%-9.3pp |
| Annual return | -3.67% | 14.30%-18.0pp | 6.27%-9.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $819 | $1,827-55.1% | $3,268-74.9% | $2,381-65.6% |
| Participant deferral / active EE | $2,133 | $2,545-16.2% | $4,080-47.7% | $3,470-38.5% |
| Admin fee / account holder | $806 | $3,959-79.6% | $6,913-88.3% | $4,888-83.5% |