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 10-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 | $48,914 | $93,024-47.4% | $77,024-36.5% | $134,475-63.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.5pp | 81.2%-44.9pp |
| Annual return | -17.37% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,421 | $3,418-58.4% | $2,812-49.5% | $4,740-70.0% |
| Participant deferral / active EE | $2,756 | $5,238-47.4% | $4,426-37.7% | $6,400-56.9% |
| Admin fee / account holder | $1,003 | $6,944-85.6% | $5,425-81.5% | $11,426-91.2% |