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 | $24,651 | $95,862-74.3% | $79,550-69.0% | $134,475-81.7% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | -18.96% | -2.69%-16.3pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,558 | $3,128-50.2% | $2,413-35.5% | $4,740-67.1% |
| Participant deferral / active EE | $2,477 | $4,693-47.2% | $3,985-37.8% | $6,400-61.3% |
| Admin fee / account holder | $1,935 | $9,126-78.8% | $6,832-71.7% | $11,426-83.1% |