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 | $64,651 | $167,307-61.4% | $143,757-55.0% | $134,475-51.9% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -17.79% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,894 | $5,619-12.9% | $4,951-1.2% | $4,740+3.2% |
| Participant deferral / active EE | $3,958 | $6,446-38.6% | $5,637-29.8% | $6,400-38.1% |
| Admin fee / account holder | $610 | $18,088-96.6% | $14,673-95.8% | $11,426-94.7% |