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 | $19,047 | $49,280-61.3% | $67,313-71.7% | $64,186-70.3% |
| Participation rate | 30.4% | 60.8%-30.4pp | 69.1%-38.7pp | 69.6%-39.2pp |
| Annual return | -7.00% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $629 | $1,668-62.3% | $2,566-75.5% | $2,381-73.6% |
| Participant deferral / active EE | $1,182 | $2,484-52.4% | $3,568-66.9% | $3,470-65.9% |
| Admin fee / account holder | $1,718 | $3,863-55.5% | $4,507-61.9% | $4,888-64.8% |