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 | $46,126 | $93,024-50.4% | $77,024-40.1% | $134,475-65.7% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -6.69% | 62.60%-69.3pp | 42.32%-49.0pp | 417.96%-424.7pp |
| Employer contribution / active EE | $3,215 | $3,418-5.9% | $2,812+14.3% | $4,740-32.2% |
| Participant deferral / active EE | $4,118 | $5,238-21.4% | $4,426-7.0% | $6,400-35.7% |
| Admin fee / account holder | $1,138 | $6,944-83.6% | $5,425-79.0% | $11,426-90.0% |