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 | $19,539 | $27,641-29.3% | $61,373-68.2% | $68,494-71.5% |
| Participation rate | 53.8% | 39.5%+14.4pp | 52.6%+1.3pp | 67.9%-14.0pp |
| Annual return | -19.63% | -13.24%-6.4pp | 338.61%-358.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $986 | $695+41.8% | $1,159-14.9% | $2,596-62.0% |
| Participant deferral / active EE | $1,970 | $1,263+56.0% | $2,125-7.3% | $4,027-51.1% |
| Admin fee / account holder | $423 | $2,010-79.0% | $2,130-80.2% | $5,403-92.2% |