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 | $133,390 | $27,641+382.6% | $61,373+117.3% | $68,494+94.7% |
| Participation rate | 40.7% | 39.5%+1.2pp | 52.6%-11.8pp | 67.9%-27.1pp |
| Annual return | -18.93% | -13.24%-5.7pp | 338.61%-357.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $409 | $695-41.2% | $1,159-64.7% | $2,596-84.2% |
| Participant deferral / active EE | $3,567 | $1,263+182.4% | $2,125+67.9% | $4,027-11.4% |
| Admin fee / account holder | $7,144 | $2,010+255.4% | $2,130+235.5% | $5,403+32.2% |