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 | $43,545 | $27,641+57.5% | $61,373-29.0% | $68,494-36.4% |
| Participation rate | 37.5% | 39.5%-2.0pp | 52.6%-15.1pp | 67.9%-30.4pp |
| Annual return | -20.48% | -13.24%-7.2pp | 338.61%-359.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $814 | $695+17.0% | $1,159-29.8% | $2,596-68.7% |
| Participant deferral / active EE | $2,452 | $1,263+94.1% | $2,125+15.4% | $4,027-39.1% |
| Admin fee / account holder | $472 | $2,010-76.5% | $2,130-77.8% | $5,403-91.3% |