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 | $45,796 | $117,690-61.1% | $71,735-36.2% | $134,475-65.9% |
| Participation rate | 66.7% | 68.8%-2.2pp | 62.3%+4.4pp | 81.2%-14.6pp |
| Annual return | -15.51% | 25.44%-40.9pp | 9.14%-24.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,174 | $2,525-53.5% | $1,704-31.1% | $4,740-75.2% |
| Participant deferral / active EE | $4,972 | $3,759+32.3% | $2,658+87.1% | $6,400-22.3% |
| Admin fee / account holder | $717 | $6,379-88.8% | $3,974-82.0% | $11,426-93.7% |