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 | $27,605 | $47,977-42.5% | $154,107-82.1% | $56,287-51.0% |
| Participation rate | 53.0% | 66.2%-13.2pp | 83.0%-30.1pp | 69.9%-16.9pp |
| Annual return | -6.35% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $873 | $2,169-59.7% | $5,298-83.5% | $2,111-58.6% |
| Participant deferral / active EE | $1,282 | $2,392-46.4% | $5,081-74.8% | $3,350-61.7% |
| Admin fee / account holder | $2,707 | $438+517.7% | $13,411-79.8% | $521+419.6% |