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 | $21,609 | $59,107-63.4% | $86,436-75.0% | $68,494-68.5% |
| Participation rate | 53.7% | 75.2%-21.6pp | 80.3%-26.6pp | 67.9%-14.2pp |
| Annual return | -18.15% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $990 | $2,519-60.7% | $3,769-73.7% | $2,596-61.9% |
| Participant deferral / active EE | $4,764 | $5,901-19.3% | $6,952-31.5% | $4,027+18.3% |
| Admin fee / account holder | $1,166 | $5,637-79.3% | $6,731-82.7% | $5,403-78.4% |