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 8-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 | $19,578 | $152,509-87.2% | $117,472-83.3% | $134,475-85.4% |
| Participation rate | 38.5% | 77.1%-38.6pp | 70.6%-32.1pp | 81.2%-42.8pp |
| Annual return | -18.19% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,080 | $5,571-80.6% | $4,176-74.1% | $4,740-77.2% |
| Participant deferral / active EE | $1,370 | $4,818-71.6% | $4,070-66.3% | $6,400-78.6% |
| Admin fee / account holder | $11,238 | $7,004+60.5% | $5,645+99.1% | $11,426-1.6% |