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 | $15,420 | $61,774-75.0% | $97,226-84.1% | $80,856-80.9% |
| Participation rate | 44.2% | 63.5%-19.3pp | 72.7%-28.5pp | 67.6%-23.5pp |
| Annual return | 23.69% | -557.90%+581.6pp | 75.13%-51.4pp | 35.59%-11.9pp |
| Employer contribution / active EE | $965 | $1,837-47.5% | $2,729-64.6% | $2,755-65.0% |
| Participant deferral / active EE | $1,947 | $3,029-35.7% | $4,264-54.3% | $4,296-54.7% |
| Admin fee / account holder | $1,406 | $5,166-72.8% | $5,654-75.1% | $6,918-79.7% |