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 | $28,460 | $54,350-47.6% | $82,719-65.6% | $68,494-58.4% |
| Participation rate | 67.4% | 63.9%+3.5pp | 72.6%-5.1pp | 67.9%-0.4pp |
| Annual return | -10.51% | -13.67%+3.2pp | 701.18%-711.7pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,020 | $2,218-54.0% | $3,009-66.1% | $2,596-60.7% |
| Participant deferral / active EE | $4,218 | $3,246+30.0% | $4,395-4.0% | $4,027+4.7% |
| Admin fee / account holder | $2,119 | $4,395-51.8% | $5,329-60.2% | $5,403-60.8% |