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 | $29,704 | $82,664-64.1% | $125,339-76.3% | $68,494-56.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,769 | $3,381-18.1% | $4,814-42.5% | $2,596+6.6% |
| Participant deferral / active EE | $7,191 | $6,110+17.7% | $7,446-3.4% | $4,027+78.6% |
| Admin fee / account holder | $857 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |