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 | $27,194 | $82,664-67.1% | $125,339-78.3% | $68,494-60.3% |
| Participation rate | 44.1% | 75.0%-30.9pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $785 | $3,381-76.8% | $4,814-83.7% | $2,596-69.8% |
| Participant deferral / active EE | $2,897 | $6,110-52.6% | $7,446-61.1% | $4,027-28.1% |
| Admin fee / account holder | $883 | $6,275-85.9% | $10,010-91.2% | $5,403-83.7% |