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 9-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 | $60,335 | $27,641+118.3% | $61,373-1.7% | $68,494-11.9% |
| Participation rate | 18.2% | 39.5%-21.3pp | 52.6%-34.4pp | 67.9%-49.7pp |
| Annual return | -19.90% | -13.24%-6.7pp | 338.61%-358.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $959 | $695+38.0% | $1,159-17.2% | $2,596-63.0% |
| Participant deferral / active EE | $1,868 | $1,263+47.9% | $2,125-12.1% | $4,027-53.6% |
| Admin fee / account holder | $592 | $2,010-70.5% | $2,130-72.2% | $5,403-89.0% |