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 | $39,736 | $27,641+43.8% | $61,373-35.3% | $68,494-42.0% |
| Participation rate | 30.6% | 39.5%-8.9pp | 52.6%-22.0pp | 67.9%-37.3pp |
| Annual return | -15.73% | -13.24%-2.5pp | 338.61%-354.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,167 | $695+67.8% | $1,159+0.6% | $2,596-55.1% |
| Participant deferral / active EE | $1,740 | $1,263+37.8% | $2,125-18.1% | $4,027-56.8% |
| Admin fee / account holder | $1,062 | $2,010-47.2% | $2,130-50.2% | $5,403-80.4% |