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 | $35,007 | $93,024-62.4% | $77,024-54.6% | $134,475-74.0% |
| Participation rate | 29.4% | 74.5%-45.1pp | 67.9%-38.5pp | 81.2%-51.8pp |
| Annual return | -15.23% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,472 | $5,238-33.7% | $4,426-21.6% | $6,400-45.7% |
| Admin fee / account holder | $1,041 | $6,944-85.0% | $5,425-80.8% | $11,426-90.9% |