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 10-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 | $39,900 | $54,350-26.6% | $82,719-51.8% | $68,494-41.7% |
| Participation rate | 29.5% | 63.9%-34.4pp | 72.6%-43.0pp | 67.9%-38.4pp |
| Annual return | -18.94% | -13.67%-5.3pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $749 | $2,218-66.2% | $3,009-75.1% | $2,596-71.1% |
| Participant deferral / active EE | $1,013 | $3,246-68.8% | $4,395-77.0% | $4,027-74.9% |
| Admin fee / account holder | $457 | $4,395-89.6% | $5,329-91.4% | $5,403-91.5% |