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 6-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 | $22,460 | $93,024-75.9% | $77,024-70.8% | $134,475-83.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -18.39% | 62.60%-81.0pp | 42.32%-60.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $480 | $3,418-86.0% | $2,812-82.9% | $4,740-89.9% |
| Participant deferral / active EE | $4,250 | $5,238-18.9% | $4,426-4.0% | $6,400-33.6% |
| Admin fee / account holder | $348 | $6,944-95.0% | $5,425-93.6% | $11,426-97.0% |