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 | $54,634 | $54,350+0.5% | $82,719-34.0% | $68,494-20.2% |
| Participation rate | 59.7% | 63.9%-4.2pp | 72.6%-12.9pp | 67.9%-8.2pp |
| Annual return | -16.75% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $721 | $2,218-67.5% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $1,664 | $3,246-48.8% | $4,395-62.1% | $4,027-58.7% |
| Admin fee / account holder | $1,701 | $4,395-61.3% | $5,329-68.1% | $5,403-68.5% |