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 | $24,377 | $27,641-11.8% | $61,373-60.3% | $68,494-64.4% |
| Participation rate | 17.4% | 39.5%-22.1pp | 52.6%-35.2pp | 67.9%-50.5pp |
| Annual return | -16.65% | -13.24%-3.4pp | 338.61%-355.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $540 | $695-22.4% | $1,159-53.5% | $2,596-79.2% |
| Participant deferral / active EE | $1,193 | $1,263-5.6% | $2,125-43.9% | $4,027-70.4% |
| Admin fee / account holder | $1,732 | $2,010-13.8% | $2,130-18.7% | $5,403-67.9% |