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 5-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 | $47,909 | $54,350-11.8% | $82,719-42.1% | $68,494-30.1% |
| Participation rate | 20.8% | 63.9%-43.1pp | 72.6%-51.8pp | 67.9%-47.1pp |
| Annual return | -18.76% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $654 | $2,218-70.5% | $3,009-78.3% | $2,596-74.8% |
| Participant deferral / active EE | $1,118 | $3,246-65.6% | $4,395-74.6% | $4,027-72.2% |
| Admin fee / account holder | $856 | $4,395-80.5% | $5,329-83.9% | $5,403-84.2% |