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 7-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 | $30,529 | $27,641+10.5% | $61,373-50.3% | $68,494-55.4% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -20.72% | -13.24%-7.5pp | 338.61%-359.3pp | -7.84%-12.9pp |
| Employer contribution / active EE | $512 | $695-26.4% | $1,159-55.9% | $2,596-80.3% |
| Participant deferral / active EE | $2,250 | $1,263+78.1% | $2,125+5.9% | $4,027-44.1% |
| Admin fee / account holder | $1,800 | $2,010-10.5% | $2,130-15.5% | $5,403-66.7% |