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 9-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 | $82,567 | $133,958-38.4% | $112,228-26.4% | $134,475-38.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -18.17% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,994 | $4,038-25.9% | $3,635-17.6% | $4,740-36.8% |
| Participant deferral / active EE | $5,153 | $5,291-2.6% | $4,728+9.0% | $6,400-19.5% |
| Admin fee / account holder | $417 | $7,489-94.4% | $6,410-93.5% | $11,426-96.3% |