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 3-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 | $14,048 | $93,024-84.9% | $77,024-81.8% | $134,475-89.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -21.05% | 62.60%-83.6pp | 42.32%-63.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,023 | $3,418-70.1% | $2,812-63.6% | $4,740-78.4% |
| Participant deferral / active EE | $2,725 | $5,238-48.0% | $4,426-38.4% | $6,400-57.4% |
| Admin fee / account holder | $848 | $6,944-87.8% | $5,425-84.4% | $11,426-92.6% |