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 | $16,541 | $34,308-51.8% | $74,701-77.9% | $72,985-77.3% |
| Participation rate | 41.5% | 42.4%-0.9pp | 54.5%-13.0pp | 69.5%-28.0pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $463 | $692-33.0% | $1,084-57.2% | $2,440-81.0% |
| Participant deferral / active EE | $911 | $1,271-28.4% | $1,964-53.6% | $3,607-74.8% |
| Admin fee / account holder | $7,440 | $2,124+250.2% | $3,333+123.2% | $5,124+45.2% |