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 | $30,769 | $69,518-55.7% | $59,878-48.6% | $135,375-77.3% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.7%-49.7pp | 82.6%-57.6pp |
| Annual return | -8.66% | 7.94%-16.6pp | 3.46%-12.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $336 | $3,235-89.6% | $2,722-87.7% | $4,779-93.0% |
| Participant deferral / active EE | $1,564 | $4,206-62.8% | $3,402-54.0% | $5,609-72.1% |
| Admin fee / account holder | $791 | $5,734-86.2% | $3,590-78.0% | $10,827-92.7% |