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 | $39,228 | $53,596-26.8% | $90,645-56.7% | $64,186-38.9% |
| Participation rate | 62.1% | 64.5%-2.4pp | 74.0%-11.9pp | 69.6%-7.4pp |
| Annual return | -5.10% | 4.41%-9.5pp | 1.88%-7.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $539 | $1,503-64.1% | $2,532-78.7% | $2,381-77.3% |
| Participant deferral / active EE | $1,546 | $2,459-37.1% | $3,425-54.9% | $3,470-55.4% |
| Admin fee / account holder | $9,098 | $3,868+135.2% | $4,994+82.2% | $4,888+86.1% |