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 9-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 | $9,546 | $54,350-82.4% | $82,719-88.5% | $68,494-86.1% |
| Participation rate | 33.0% | 63.9%-31.0pp | 72.6%-39.6pp | 67.9%-34.9pp |
| Annual return | -3.17% | -13.67%+10.5pp | 701.18%-704.3pp | -7.84%+4.7pp |
| Employer contribution / active EE | $723 | $2,218-67.4% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $1,362 | $3,246-58.0% | $4,395-69.0% | $4,027-66.2% |
| Admin fee / account holder | $675 | $4,395-84.6% | $5,329-87.3% | $5,403-87.5% |