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 8-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 | $9,467 | $27,641-65.7% | $61,373-84.6% | $68,494-86.2% |
| Participation rate | 45.3% | 39.5%+5.8pp | 52.6%-7.3pp | 67.9%-22.6pp |
| Annual return | -18.73% | -13.24%-5.5pp | 338.61%-357.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $501 | $695-28.0% | $1,159-56.8% | $2,596-80.7% |
| Participant deferral / active EE | $1,287 | $1,263+1.9% | $2,125-39.4% | $4,027-68.0% |
| Admin fee / account holder | $646 | $2,010-67.9% | $2,130-69.7% | $5,403-88.0% |