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 | $33,403 | $82,286-59.4% | $68,791-51.4% | $134,475-75.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -16.32% | -2.19%-14.1pp | -6.38%-9.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $983 | $3,301-70.2% | $2,655-63.0% | $4,740-79.3% |
| Participant deferral / active EE | $4,159 | $4,739-12.2% | $3,941+5.5% | $6,400-35.0% |
| Admin fee / account holder | $16,330 | $6,481+152.0% | $4,932+231.1% | $11,426+42.9% |