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 | $64,970 | $54,350+19.5% | $82,719-21.5% | $68,494-5.1% |
| Participation rate | 51.3% | 63.9%-12.6pp | 72.6%-21.2pp | 67.9%-16.6pp |
| Annual return | -16.04% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $917 | $2,218-58.6% | $3,009-69.5% | $2,596-64.7% |
| Participant deferral / active EE | $2,484 | $3,246-23.5% | $4,395-43.5% | $4,027-38.3% |
| Admin fee / account holder | $4,954 | $4,395+12.7% | $5,329-7.0% | $5,403-8.3% |