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 | $35,452 | $133,958-73.5% | $112,228-68.4% | $134,475-73.6% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 81.2%-16.2pp |
| Annual return | -17.23% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,362 | $4,038-66.3% | $3,635-62.5% | $4,740-71.3% |
| Participant deferral / active EE | $2,126 | $5,291-59.8% | $4,728-55.0% | $6,400-66.8% |
| Admin fee / account holder | $1,137 | $7,489-84.8% | $6,410-82.3% | $11,426-90.0% |