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 | $16,095 | $93,024-82.7% | $77,024-79.1% | $134,475-88.0% |
| Participation rate | 23.8% | 74.5%-50.7pp | 67.9%-44.1pp | 81.2%-57.4pp |
| Annual return | -16.48% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $839 | $3,418-75.5% | $2,812-70.2% | $4,740-82.3% |
| Participant deferral / active EE | $2,446 | $5,238-53.3% | $4,426-44.7% | $6,400-61.8% |
| Admin fee / account holder | $952 | $6,944-86.3% | $5,425-82.4% | $11,426-91.7% |