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 | $31,868 | $93,024-65.7% | $77,024-58.6% | $134,475-76.3% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -11.58% | 62.60%-74.2pp | 42.32%-53.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,998 | $3,418+17.0% | $2,812+42.1% | $4,740-15.7% |
| Participant deferral / active EE | $4,439 | $5,238-15.2% | $4,426+0.3% | $6,400-30.6% |
| Admin fee / account holder | $507 | $6,944-92.7% | $5,425-90.7% | $11,426-95.6% |