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 8-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 | $28,968 | $93,024-68.9% | $77,024-62.4% | $134,475-78.5% |
| Participation rate | 41.2% | 74.5%-33.3pp | 67.9%-26.7pp | 81.2%-40.0pp |
| Annual return | -8.83% | 62.60%-71.4pp | 42.32%-51.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $938 | $3,418-72.6% | $2,812-66.7% | $4,740-80.2% |
| Participant deferral / active EE | $2,089 | $5,238-60.1% | $4,426-52.8% | $6,400-67.4% |
| Admin fee / account holder | $427 | $6,944-93.8% | $5,425-92.1% | $11,426-96.3% |