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 4-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 | $11,423 | $93,024-87.7% | $77,024-85.2% | $134,475-91.5% |
| Participation rate | 65.0% | 74.5%-9.5pp | 67.9%-2.9pp | 81.2%-16.2pp |
| Annual return | -19.45% | 62.60%-82.0pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,516 | $3,418-55.6% | $2,812-46.1% | $4,740-68.0% |
| Participant deferral / active EE | $3,380 | $5,238-35.5% | $4,426-23.6% | $6,400-47.2% |
| Admin fee / account holder | $417 | $6,944-94.0% | $5,425-92.3% | $11,426-96.4% |