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 5-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 | $32,282 | $133,958-75.9% | $112,228-71.2% | $134,475-76.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.79% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,900 | $4,038-3.4% | $3,635+7.3% | $4,740-17.7% |
| Participant deferral / active EE | $7,320 | $5,291+38.4% | $4,728+54.8% | $6,400+14.4% |
| Admin fee / account holder | $990 | $7,489-86.8% | $6,410-84.6% | $11,426-91.3% |