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 | $14,018 | $47,977-70.8% | $154,107-90.9% | $56,287-75.1% |
| Participation rate | 57.3% | 66.2%-8.9pp | 83.0%-25.8pp | 69.9%-12.6pp |
| Annual return | -2.85% | 3.54%-6.4pp | 735.12%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,600 | $2,169-26.2% | $5,298-69.8% | $2,111-24.2% |
| Participant deferral / active EE | $3,166 | $2,392+32.4% | $5,081-37.7% | $3,350-5.5% |
| Admin fee / account holder | $1,601 | $438+265.3% | $13,411-88.1% | $521+207.3% |