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 | $54,570 | $32,117+69.9% | $71,086-23.2% | $64,186-15.0% |
| Participation rate | 38.5% | 42.7%-4.2pp | 54.7%-16.2pp | 69.6%-31.1pp |
| Annual return | -6.32% | -5.57%-0.7pp | 650.59%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $605 | $712-15.0% | $1,088-44.4% | $2,381-74.6% |
| Participant deferral / active EE | $2,897 | $1,263+129.4% | $1,874+54.6% | $3,470-16.5% |
| Admin fee / account holder | $923 | $2,759-66.5% | $3,082-70.0% | $4,888-81.1% |