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 | $18,544 | $32,117-42.3% | $71,086-73.9% | $64,186-71.1% |
| Participation rate | 55.6% | 42.7%+12.9pp | 54.7%+0.9pp | 69.6%-14.0pp |
| Annual return | -6.76% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $929 | $712+30.4% | $1,088-14.6% | $2,381-61.0% |
| Participant deferral / active EE | $2,213 | $1,263+75.2% | $1,874+18.1% | $3,470-36.2% |
| Admin fee / account holder | $799 | $2,759-71.0% | $3,082-74.1% | $4,888-83.6% |