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 | $38,517 | $27,641+39.3% | $61,373-37.2% | $68,494-43.8% |
| Participation rate | 34.7% | 39.5%-4.8pp | 52.6%-17.9pp | 67.9%-33.2pp |
| Annual return | -16.50% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $360 | $695-48.2% | $1,159-69.0% | $2,596-86.1% |
| Participant deferral / active EE | $565 | $1,263-55.2% | $2,125-73.4% | $4,027-86.0% |
| Admin fee / account holder | $676 | $2,010-66.4% | $2,130-68.3% | $5,403-87.5% |