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 | $40,956 | $32,117+27.5% | $71,086-42.4% | $64,186-36.2% |
| Participation rate | 59.1% | 42.7%+16.4pp | 54.7%+4.4pp | 69.6%-10.5pp |
| Annual return | -6.14% | -5.57%-0.6pp | 650.59%-656.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $204 | $712-71.3% | $1,088-81.2% | $2,381-91.4% |
| Participant deferral / active EE | $2,097 | $1,263+66.1% | $1,874+11.9% | $3,470-39.5% |
| Admin fee / account holder | $953 | $2,759-65.5% | $3,082-69.1% | $4,888-80.5% |