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 7-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 | $31,491 | $27,641+13.9% | $61,373-48.7% | $68,494-54.0% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -15.80% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $968 | $695+39.1% | $1,159-16.5% | $2,596-62.7% |
| Participant deferral / active EE | $2,374 | $1,263+87.9% | $2,125+11.7% | $4,027-41.1% |
| Admin fee / account holder | $2,819 | $2,010+40.3% | $2,130+32.4% | $5,403-47.8% |