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 | $48,306 | $133,958-63.9% | $112,228-57.0% | $134,475-64.1% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -20.28% | 47.11%-67.4pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,039 | $4,038-49.5% | $3,635-43.9% | $4,740-57.0% |
| Participant deferral / active EE | $6,689 | $5,291+26.4% | $4,728+41.5% | $6,400+4.5% |
| Admin fee / account holder | $1,445 | $7,489-80.7% | $6,410-77.5% | $11,426-87.4% |