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 | $17,920 | $67,331-73.4% | $60,874-70.6% | $134,475-86.7% |
| Participation rate | 30.4% | 76.2%-45.7pp | 73.1%-42.7pp | 81.2%-50.8pp |
| Annual return | -14.99% | 49.93%-64.9pp | 16.90%-31.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $796 | $3,096-74.3% | $2,701-70.5% | $4,740-83.2% |
| Participant deferral / active EE | $1,777 | $4,538-60.8% | $3,817-53.4% | $6,400-72.2% |
| Admin fee / account holder | $2,556 | $4,582-44.2% | $3,224-20.7% | $11,426-77.6% |