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 | $34,111 | $82,664-58.7% | $125,339-72.8% | $68,494-50.2% |
| Participation rate | 23.4% | 75.0%-51.6pp | 82.4%-59.0pp | 67.9%-44.5pp |
| Annual return | -15.44% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $838 | $3,381-75.2% | $4,814-82.6% | $2,596-67.7% |
| Participant deferral / active EE | $3,238 | $6,110-47.0% | $7,446-56.5% | $4,027-19.6% |
| Admin fee / account holder | $582 | $6,275-90.7% | $10,010-94.2% | $5,403-89.2% |