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 | $25,497 | $82,664-69.2% | $125,339-79.7% | $68,494-62.8% |
| Participation rate | 48.5% | 75.0%-26.6pp | 82.4%-33.9pp | 67.9%-19.4pp |
| Annual return | -17.94% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,028 | $3,381-40.0% | $4,814-57.9% | $2,596-21.9% |
| Participant deferral / active EE | $3,600 | $6,110-41.1% | $7,446-51.7% | $4,027-10.6% |
| Admin fee / account holder | $2,286 | $6,275-63.6% | $10,010-77.2% | $5,403-57.7% |