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 | $29,179 | $54,350-46.3% | $82,719-64.7% | $68,494-57.4% |
| Participation rate | 67.3% | 63.9%+3.4pp | 72.6%-5.2pp | 67.9%-0.5pp |
| Annual return | -17.08% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,448 | $2,218+10.4% | $3,009-18.7% | $2,596-5.7% |
| Participant deferral / active EE | $5,065 | $3,246+56.0% | $4,395+15.2% | $4,027+25.8% |
| Admin fee / account holder | $650 | $4,395-85.2% | $5,329-87.8% | $5,403-88.0% |