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 | $28,972 | $26,549+9.1% | $61,373-52.8% | $66,914-56.7% |
| Participation rate | 42.5% | 38.1%+4.4pp | 52.6%-10.1pp | 69.8%-27.4pp |
| Annual return | -17.49% | -16.21%-1.3pp | 338.61%-356.1pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,090 | $651+67.3% | $1,159-6.0% | $2,544-57.2% |
| Participant deferral / active EE | $2,105 | $1,338+57.3% | $2,125-0.9% | $4,237-50.3% |
| Admin fee / account holder | $1,486 | $409+263.7% | $2,130-30.2% | $593+150.5% |