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 | $31,438 | $82,664-62.0% | $125,339-74.9% | $68,494-54.1% |
| Participation rate | 68.1% | 75.0%-7.0pp | 82.4%-14.3pp | 67.9%+0.2pp |
| Annual return | -8.26% | -5.97%-2.3pp | 572.05%-580.3pp | -7.84%-0.4pp |
| Employer contribution / active EE | $3,757 | $3,381+11.1% | $4,814-21.9% | $2,596+44.7% |
| Participant deferral / active EE | $6,844 | $6,110+12.0% | $7,446-8.1% | $4,027+69.9% |
| Admin fee / account holder | $3,599 | $6,275-42.6% | $10,010-64.0% | $5,403-33.4% |